This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...

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...

Discover comprehensive macroeconomic and financial market forecasts for September 2024, updated as of 5 September.

Unwinding of the Yen carry trade accelerates amid BoJ's hawkish surprise. What lies ahead for JPY? Learn about potential market impacts and key economic...

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

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...

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

Britain’s Labour Party returned to power for the first time in 14 years after winning a large majority in parliamentary elections.

Analysing the causes and effects of the secular decline in productivity growth, and the impact of Artificial Intelligence.

This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections.

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

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