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

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

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 outlines the German economy's challenges, including an investment deficit and the impact of upcoming elections on fiscal reforms.

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".

This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...

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

Discover comprehensive macroeconomic and financial market forecasts for September 2024, updated as of October.

While monetary policy in LatAm has been nothing short of prudent, both on the way up and down, LatAm’s post Covid and post elections fiscal consolidation...

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.

This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections.

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