In this month's review of the latest developments on the global economy and in financial markets, we focus on the seismic shifts that have been happening...

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

"A Step Forward for Europe" analyzes Germany's role in boosting Eurozone growth amid challenges like US tariffs and rising defense spending.

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

Find the latest edition of our monthly publication, focusing on the evolving European political landscape and Eurozone markets.

Germany's CDU/CSU have won the elections and will now form a coalition government. Challenges include how to kickstart growth and adapt fiscal policy.

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

Find the latest edition of our monthly publication. The focus is on Germany's economy and the upcoming elections.

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

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

Find the latest edition of our monthly publication. The focus is on Draghi's report on EU competitiveness.

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

Euro area business climate indicators are gradually picking up, providing a positive backdrop for European markets.

Explore the Cross Asset Investment Strategy for April 2024 focusing on European equities' potential amidst a global economic rebound.

Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of April 12, 2024. Get insights crucial for informed decision-making...