Discover the latest insights on JPY carry trade unwinding due to US data and BoJ's stance. Explore the impacts on global growth and potential market moves.

Find the latest edition of our monthly publication. Discover insights on Central Banks' policies, US yields, and global financial conditions impacting...

Find the latest edition of our monthly publication. The focus is on the IMF meeting: short-term resilience, but no reacceleration in the mid term.

Explore the Cross Asset Investment Strategy for April 2024 focusing on European equities' potential amidst a global economic rebound.

Explore the intricacies of global finance with insights on US economic indicators, emerging market trends, and macroeconomic forecasts. Delve into the...

Discover why Japan equity remained a top performer in 2023 & explore insights into macroeconomics, geopolitics & strategy in finance.

Find the latest edition of our monthly publication. The focus is on the fiscal consolidation in the Eurozone.

Find the latest edition of our monthly publication. The focus is on the impact of higher rates on the corporate sector in 2024.

Find the latest edition of our monthly publication. The focus is on the energy price rise and its impact on US consumption.

Find the latest edition of our monthly publication. The focus is on the Eurozone and its economy under scrutiny, as the policy support fades.

Find the latest edition of our monthly publication. This month we explore our key takeaways from the 2023 edition of AWIF.

The June Cross Asset issue is a special mid-year outlook edition, featuring our key views as we enter the second half of the year.

Cyclical risks persist, as the odds of a US recession are on the rise, but they are not completely priced in by markets.

Is a US recession now on the cards? Discover our latest investment and thought leadership ideas.

Inflation is stickier than expected and central banks may remain tighter for longer. Discover our latest investment and thought leadership ideas