This article analyzes macroeconomic forecasts and risks affecting global markets, offering insights into potential scenarios and investment strategies...

A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.

This analysis reviews the January 2025 macroeconomic outlook, focusing on the Fed's inflation challenges and interest rate expectations.

A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.

A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.

The US economy is transitioning to slower growth, with a soft landing expected amid reduced imbalances and declining inflation.

Price pressures in the US and eurozone are abating, although some inflation components could be volatile.

While inflation for September was above market expectations, one data point doesn’t make a long-term trend.

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

The latest CPI data for May was lower than the April number and was also below market expectations.

The outlook for bond market, reassessing risks and opportunities in fixed income space.

Outerblue Convictions explores global investment trends and diverging paths shaped by economic growth, inflation, and monetary policy data. Key insights...

US inflation is subsiding and this could be positive for bonds

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

Find the latest edition of our monthly publication. The focus is on the IMF meeting: short-term resilience, but no reacceleration in the mid term.