13/09/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - September 2024 Detailed macroeconomic analysis of the evolution of the US, Chinese and Indian economies, with forecasts for interest rates, inflation and growth.
7/05/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - May 2024 Unlock critical investment insights with the May 2024 Cross Asset Strategy Report, covering US, China, and India's economic forecasts, inflation, and...
17/04/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - April 2024 Discover how the Bank of Japan's shift to traditional monetary strategies is reshaping investment landscapes. Essential insights for investors.
12/03/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - March 2024 Stay informed on finance with our expert analysis. Explore macroeconomic trends, Eurozone PMIs, emerging markets, central bank updates & geopolitical...
13/02/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - February 2024 Navigate finance's turbulent waters with insights on regional inflation shocks, China's lowflation era, and geopolitical impacts.
12/02/2024 Economy & Markets Japan equity: top performer in 2023; remains attractive opti... Optimize your investments with insights into Japan's dynamic equity market. Discover why 2024 holds promise amidst profit recovery, capital efficiency,...
16/01/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - January 2024 Navigate 2024's economic landscape with insights on disinflation trends, central bank policies, and emerging market dynamics. Explore potential risks,...
15/12/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - December 2023 Explore our monthly publication for insights on global economic trends. Anticipate a shift from 3.1% growth in 2023 to a 2.4% pace in 2024, diverging...
10/10/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - October 2023 Inflation has been on a declining path in advanced countries, albeit with some stickiness in services inflation