12/03/2024 Cross Asset Research Cross Asset Investment Strategy - March 2024 Explore the intricacies of global finance with insights on US economic indicators, emerging market trends, and macroeconomic forecasts. Delve into the...
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...
12/03/2024 Economy & Markets Macroeconomic and financial market forecasts - March 2024 Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of March 7, 2024. Get insights crucial for informed decision-making...
12/03/2024 Economy & Markets 6 questions concerning the weakness behind US resiliency Stay informed on US economy trends in finance. Discover insights on deceleration signs, rising delinquency rates, and the impact of restrictive monetary...
11/03/2024 Super Tuesday points to a super-charged battle Prepare for market volatility as a Trump-Biden rematch looms in November. Explore global opportunities amidst divergent geopolitical views. Stay vigilant...
5/03/2024 Economy & Markets Can the US sustain a rising debt burden? Dive deep into the intricacies of the burgeoning US debt crisis and its profound implications for the finance sector. Explore nuanced fiscal adjustment...
4/03/2024 Fed in no rush after strong US data Stay ahead in finance with insights on global markets. Navigate economic shifts & Fed rate cut expectations. Actionable strategies for credit & multi-asset...
19/02/2024 US Inflation surprise on the Fed radar Stay updated on US services inflation's impact on Fed rate cuts. Explore actionable insights for flexible US fixed income and diversified global bond...
5/02/2024 US stocks reach new highs Unlock investment potential beyond mega-cap stocks. Analyze global economic trends in the US, Europe, and Asia for strategic insights and opportunities.
29/01/2024 Red Sea disruptions: small impact so far, but a risk to watch Explore the regional impact of Red Sea traffic suspensions on global economy and finance. Stay updated on latest trends and analyses for informed decisions.
22/01/2024 Geopolitics in an election-heavy year Amid a geopolitical realignment of global and regional economic powers, the current year would see national elections in many large countries.
16/01/2024 Geopolitics DPP wins Taiwan elections: key take-aways for investors A geopolitical understanding of the Taiwan elections and its impact on markets.
15/01/2024 Jobs and inflation on market’s radar Amid a large consensus that the rate hike cycle has ended, markets are now trying to assess the timing of the next rate cuts. Together with inflation...
15/12/2023 Economy & Markets Dovish Fed contemplates rate cuts: risks to weaker US growth persist Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.
8/08/2023 Economy & Markets US credit rating downgrade: investment implications The Talks outlines the investment and geopolitical implications of Fitch's downgrade of its credit rating for the United States.