Understand how central banks' rate divergence affects exchange rates, with a focus on US long-term yields, energy price shocks, and inflation pass-through...

The IMF outlook highlights the remarkable resilience in growth and declining inflation in most countries. However, the medium-term outlook remains subdued...

Discover the potential of small-cap and value stocks as they begin to outperform, offering a unique investment window amid global economic recovery.

Stay informed on US economy trends in finance. Discover insights on deceleration signs, rising delinquency rates, and the impact of restrictive monetary...

Optimize your investments with insights into Japan's dynamic equity market. Discover why 2024 holds promise amidst profit recovery, capital efficiency,...

Navigate the evolving business landscape with insights on the anticipated intensification of rate increases in 2024. Discover how businesses have leveraged...

The impact of energy on the US economy has declined over the last three decades, but a series of shocks since the pandemic and a +30% price surge since...

Much less fiscal policy support will likely constrain domestic demand and higher-for-longer interest rates will make monetary policy even more restrictive.

Financial stability concerns to tip the balance towards a US recession.

High inflation has not triggered a wage-price spiral in the advanced economies. Monetary tightening has contained inflation expectations and a continued firm...

The economic backdrop foreseen for the next 12 months suggests that the ongoing correction will continue through the first half of 2023, featuring a profits...

The shift to an inflationary late cycle has been confirmed with greater conviction and a focus on higher inflation (and rates). Economic momentum is still...

2022 will be the “year of reckoning” for DM economies when they will test the effectiveness of the policies deployed since the peak of the pandemic phase...

The three major central banks issued restrictive signals last week. The banks have succeeded in changing the course of their monetary policies without...