Fed Chair Powell said they are at a point at which it would be appropriate to slow the pace of cuts.

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

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

Understand how central banks' rate divergence affects exchange rates, with a focus on US long-term yields, energy price shocks, and inflation pass-through...

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

Find the latest edition of our monthly publication. The focus is on the IMF meeting: short-term resilience, but no reacceleration in the mid term.

Unlock critical investment insights with the May 2024 Cross Asset Strategy Report, covering US, China, and India's economic forecasts, inflation, and...

Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of April 29, 2024. Get insights crucial for informed decision-making...

Dive deep into the intricacies of the burgeoning US debt crisis and its profound implications for the finance sector. Explore nuanced fiscal adjustment...

Amid a large consensus that the rate hike cycle has ended, markets are now trying to assess the timing of the next rate cuts. With inflation numbers,...

Resilient US growth and slowing inflation led the markets higher in 2023 but recent market movements show the challenges that lie ahead.

The Fed was clearly dovish, judging from its statement, revised projections and press conference. The ECB committee was more prudent, yet still paving...

Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.

Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.

Dive into the effects of central bank balance sheet normalization on financial markets, government bond yields, and the evolving investment landscape....