After months of anticipation, Beijing has revealed how it plans to keep the Chinese economy steady – growing at around 5% – in a challenging and uncertain...

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 China's economy as we enter the year of the snake.

This report analyzes China's economic outlook for 2025, focusing on the effects of monetary easing and fiscal policies amid structural challenges and...

The global macroeconomic outlook is favourable for Emerging Markets assets, as global growth remains resilient and inflation nears target ranges.

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...

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...

Find the latest edition of our monthly publication. Discover insights on Central Banks' policies, US yields, and global financial conditions impacting...

Detailed macroeconomic analysis of the evolution of the US, Chinese and Indian economies, with forecasts for interest rates, inflation and growth.

Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of July 24, 2024. Get insights crucial for informed decision-making...

November has been an exceptional month with global 50% bonds and 50% equity allocation posting the second highest monthly performance in 30 years, just...

Last week business surveys in the Eurozone and macroeconomic data in the US (durable good orders) confirm our soft global economic outlook for 2023. In...

Find the latest edition of our monthly publication. This month we explore our key takeaways from the 2023 edition of AWIF.