16/04/2024 Economy & Markets A window of opportunity for European equities Discover the potential of small-cap and value stocks as they begin to outperform, offering a unique investment window amid global economic recovery.
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...
3/04/2023 Economy & Markets Financial stability concerns to tip the balance towards a US recession Financial stability concerns to tip the balance towards a US recession.
3/04/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - April 2023 Core inflation has been persistent across both the United States and the Eurozone, slightly reversing previous indications of a smoother path and a faster...
7/02/2023 Economy & Markets Fed continuing to downshift: 31 January-1 February FOMC review Review of the February FOMC meeting and its market implications.
16/12/2022 Economy & Markets Fed: Staying the course until the job is done Understanding the outcome of the December FOMC meeting and its market implications.
4/11/2022 Economy & Markets 1-2 November FOMC meeting: debating a downshift, not a pivot Understanding the outcome of the November FOMC meeting and its market implications
10/06/2022 Equity Navigating an inflationary environment in US and global equities Understanding the outcome of the May FOMC meeting and its market and implications
5/05/2022 Economy & Markets Q2 2022: A late cycle with a greater focus on inflation The shift to an inflationary late cycle has been confirmed with greater conviction and a focus on higher inflation (and rates). Economic momentum is still...
27/04/2022 Economy & Markets Adding to the debate: “Is the Fed behind the curve"? Interpretation on the view that the Fed is "behind the curve" from Fed official and investment implications associated with the statement.
18/06/2021 Economy & Markets Biden agenda: tackling income inequality and its potential inflation impact The election of President Joe Biden has led to a turn in US government policy. This paper explores income and wealth inequality in the United States and...