3/03/2023 Cross Asset Research Cross Asset Investment Strategy - March 2023 Inflation is stickier than expected and central banks may remain tighter for longer. Discover our latest investment and thought leadership ideas
8/02/2023 Economy & Markets Macroeconomic Picture - February 2023 Macroeconomic Picture by area and Macro and Market forecast.
8/02/2023 Economy & Markets Market Scenarios and Risks - February 2023 We revise the probabilities of our alternative scenarios. Some of the risk factors we identify may occur in our central scenario, which is probably not...
8/02/2023 Economy & Markets Why and what if inflation falls faster than expected? High inflation has not triggered a wage-price spiral in the advanced economies. Monetary tightening has contained inflation expectations and a continued firm...
8/02/2023 Cross Asset Research Cross Asset Investment Strategy - February 2023 Find the latest edition of our Research team's monthly publication.
3/02/2023 Economy & Markets ECB-inspired rally risks going too far Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
16/01/2023 Sustainable Finance The Impact of Climate Risks on Social Inequality Reducing social inequality and protecting the environment are two distinct objectives that can both complement and contradict each other. In this study,...
3/01/2023 Emerging Markets China: back to pragmatism In one month, China dropped most of its Covid-related restrictions, vowed to support the housing market more, and set pro-growth policies.
3/01/2023 Economy & Markets A strained German economy can be good news for Europe The energy crisis resulting from the war in Ukraine has altered profoundly Europe’s economic performance and prospects.
3/01/2023 Economy & Markets Market Scenarios and Risks - January 2023 We maintain the probabilities of our scenarios unchanged. Some of the risk factors we identify may occur in our central scenario, which is probably not...
3/01/2023 Economy & Markets Macroeconomic Picture - January 2023 Macroeconomic Picture by area and Macro and Market forecast.
3/01/2023 Cross Asset Research Cross Asset Investment Strategy - January 2023 Find the latest edition of our Research team's monthly publication.
2/12/2022 Economy & Markets Defensive asset allocation extends into 2023, with a gradual... The economic backdrop foreseen for the next 12 months suggests that the ongoing correction will continue through the first half of 2023, featuring a profits...
2/12/2022 Economy & Markets When fiscal policy puts the European institutions under pres... After several months of informal negotiations, the European Commission proposed on 9 November a reform of the Stability and Growth Pact (SGP) to be debated....
2/12/2022 Economy & Markets Macroeconomic Picture - December 2022 Macroeconomic Picture by area and Macro and Market forecast.