High public debt and adverse demographics suggest long-term interest rates may remain elevated, with increased volatility and global contagion risks.

The podcast discusses the impact of recent US economic policies on the bond market, highlighting current challenges and potential future gains for investors.

In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.

This article analyzes macroeconomic forecasts and risks affecting global markets, offering insights into potential scenarios and investment strategies...

The article analyzes the effects of Trump's second term on the global economy and markets, focusing on tariffs, inflation, and trade relations, particularly...

This analysis reviews the January 2025 macroeconomic outlook, focusing on the Fed's inflation challenges and interest rate expectations.

The article reviews the ECB's rate cuts as inflation drops to 2.2%, forecasting a terminal rate of 1.75% by 2025.

Discover the Q3 update: Equity returns face dampened expectations and declining valuations, while bonds see volatility and lower government yields.

The US economy is transitioning to slower growth, with a soft landing expected amid reduced imbalances and declining inflation.

Trump will return to the White House, with a red sweep of the Senate and House likely. Financial markets reacted by extending popular "Trump trades".

Mario Draghi’s report on Europe’s declining competitiveness poses a significant challenge for policymakers. While it has broad support, implementation...

Unwinding of the Yen carry trade accelerates amid BoJ's hawkish surprise. What lies ahead for JPY? Learn about potential market impacts and key economic...

Detailed macroeconomic analysis of the evolution of the US, Chinese and Indian economies, with forecasts for interest rates, inflation and growth.

The first, and potentially only, election debate between the two U.S. presidential candidates, Kamala Harris and Donald Trump, was light on policy details...

Global stock markets have reversed, with Japan's benchmark Topix index on Aug. 5 suffering its biggest one-day drop in more than three decades.