Our May edition outlines the geopolitical scenarios for the US-China trade war, the complexities of decoupling, and our outlook on the US Treasury market.

Discover the geopolitical factors influencing the US-China trade war, the complexities of decoupling, and our insights on the US Treasury market in our...

Discover how Beijing's trade war strategy has shifted from restraint to decisive retaliation. Eroding trust from U.S. 'strategic decoupling' leads to...

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

"Scenarios, Risks and Macroeconomic Forecasts - March 2025" examines critical economic scenarios and associated risks impacting market dynamics.

Find the latest edition of our monthly publication. The focus is on US and the impact of Trump administration's policies across the markets.

This article analyzes macroeconomic forecasts and risks affecting global markets, offering insights into potential scenarios and investment strategies...

Find the latest edition of our monthly publication. The focus is on China's economy as we enter the year of the snake.

This article reviews the geopolitical risks and expectations for 2025, including U.S.-China relations and hybrid warfare.

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

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.

Discover why Japan equity remained a top performer in 2023 & explore insights into macroeconomics, geopolitics & strategy in finance.

Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of February 2, 2024. Get insights crucial for informed decision-making...

Navigate finance's turbulent waters with insights on regional inflation shocks, China's lowflation era, and geopolitical impacts.