11/07/2022 Fixed Income & FX Renminbi’s rise will not challenge dollar dominance A sharp economic slowdown seems to be looming in both Europe and the US, which would make bond markets attractive again, especially in the US. Conversely,...
11/07/2022 Economy & Markets The ECB’s ability to raise rates will depend on the strengt... The ECB is determined to tighten its monetary policy in the face of record high inflation levels.
8/07/2022 Cross Asset Research Cross Asset Investment Strategy - July/August 2022 Find the latest edition of our Research team's monthly publication.
3/06/2022 Equity A look under the surface of the first quarter earnings seaso... The excellent results of the first quarter also conceal weaknesses.
3/06/2022 Economy & Markets Only innovation in fiscal and monetary rules will make the E... As crises unfold, structural and governance issues tend to become more and more important.
3/06/2022 Fixed Income & FX JPY: Structurally weak, cyclically blessed Structural headwinds are strong for the yen, setting a fundamental background for the currency to stay weak.
3/06/2022 Economy & Markets Market Scenarios and Risks - June 2022 We keep the probabilities of our central and alternative scenario unchanged versus last month but amend the narrative to take into account the evolving...
3/06/2022 Economy & Markets Macroeconomic Picture - June 2022 Macroeconomic Picture by area and Macro and Market forecast.
2/06/2022 Cross Asset Research Cross Asset Investment Strategy - June 2022 Find the latest edition of our Research team's monthly publication.
6/05/2022 Economy & Markets Macroeconomic Picture - May 2022 Macroeconomic Picture by area and Macro and Market forecast.
6/05/2022 Economy & Markets Upward pressures on inflation are the major market driver We expect central banks to remain on the hawkish side as long as inflation expectations remain on the upside, as central banks are afraid of losing their...
6/05/2022 Emerging Markets Hold tight for the Chinese demand shock: faith over fear The extended lockdown in Shanghai and other cities have shattered market confidence, sending Chinese equity market down again over the month.
6/05/2022 Economy & Markets French presidential election: Macron’s victory provides cont... The incumbent president’s re-election avoids an unpredictable political phase for France.
5/05/2022 Economy & Markets Market Scenarios and Risks - May 2022 We keep the narratives and the probabilities of our central and alternative scenario unchanged versus last month.
5/05/2022 Economy & Markets Q2 2022: A late cycle with a greater focus on inflation The shift to an inflationary late cycle has been confirmed with greater conviction and a focus on higher inflation (and rates). Economic momentum is still...