The shift toward a more sustainable growth model presents long-term opportunities in Chinese assets, but it also calls for increased selectivity in the...

Navigate Eurozone's evolving fiscal landscape in 2024. Explore improving public finances, rising fiscal vulnerability, and the impact of new fiscal rules...

Macroeconomic and Financial Market forecasts

Navigate 2024's economic landscape with insights on disinflation trends, central bank policies, and emerging market dynamics. Explore potential risks,...

Understanding the outcome of the latest ECB and BoE meetings, and their impact on markets.

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

Navigate the evolving business landscape with insights on the anticipated intensification of rate increases in 2024. Discover how businesses have leveraged...

Macroeconomic and Financial Market forecasts

Explore our monthly publication for insights on global economic trends. Anticipate a shift from 3.1% growth in 2023 to a 2.4% pace in 2024, diverging...

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

The Talks discusses about the rating agencies reviews of Italian debt and the prospects for the country's economic growth.

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

Macroeconomics forecasts

Inflation has been on a declining path in advanced countries, albeit with some stickiness in services inflation

The impact of energy on the US economy has declined over the last three decades, but a series of shocks since the pandemic and a +30% price surge since...