Our April edition outlines seven insights for navigating trade war turbulence, concentrating on emerging markets post-tariff pause, the uncertain nature...

Trump's tariffs seek to address trade imbalances and revitalize manufacturing, but their impact is uncertain. Gold stands out as a stable investment amid...

Despite a 90-day tariff pause, the US-China trade war escalates, hitting Asia hardest. Latin America is less affected. Inflation outlooks are uncertain,...

Trade wars are disrupting the global economy, potentially causing profit recessions from rising costs and lower demand. Investors should focus on European...

This paper examines the fallout of South Korea's political turmoil

Find the latest edition of our monthly publication. The focus is on the Eurozone and its economy under scrutiny, as the policy support fades.

Macroeconomic forecasts

End in sight: Bank of Japan to complete policy normalisation

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

Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have...

Macroeconomic Picture by area and Macro and Market forecast.

Macroeconomic Picture by area and Macro and Market forecast.

Macroeconomic Picture by area and Macro and Market forecast.

Macroeconomic Picture by area and Macro and Market forecast.

Macroeconomic Picture by area and Macro and Market forecast.