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 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.

After several months of informal negotiations, the European Commission proposed on 9 November a reform of the Stability and Growth Pact (SGP) to be debated....

Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.

The Fed has started shrinking its balance sheet as part of its fight against elevated inflation.

The flattening of the US yield curve will depend on the persistence of core inflation and on the impact of monetary tightening on growth.

TLTRO repayments and redemptions will drive incoming ECB passive QT over the next few quarters.

The origins of inflation are not always well understood. While some economists had warned of impending inflation as early as last year, few had anticipated...

A sharp economic slowdown seems to be looming in both Europe and the US, which would make bond markets attractive again, especially in the US. Conversely,...