15/09/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - September 2023 End in sight: Bank of Japan to complete policy normalisation
15/09/2023 Economy & Markets The Eurozone economy under scrutiny, as the policy support fades Much less fiscal policy support will likely constrain domestic demand and higher-for-longer interest rates will make monetary policy even more restrictive.
11/07/2022 Economy & Markets The ECB’s ability to raise rates will depend on the strength of the antifragmentation tool The ECB is determined to tighten its monetary policy in the face of record high inflation levels.
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...