Despite a 90-day tariff pause, the US-China trade war escalates, hitting Asia hardest. Latin America is less affected. Inflation outlooks are uncertain,...

Trump's tariffs seek to address trade imbalances and revitalize manufacturing, but their impact is uncertain. Gold stands out as a stable investment amid...

Trade wars are disrupting the global economy, potentially causing profit recessions from rising costs and lower demand. Investors should focus on European...

Shifts like lower fertility and immigration rates will challenge potential growth and tilt population dynamics towards Asia and Sub-Saharan Africa.

The global outlook for 2025 is benign, but geopolitics and national policies are creating a more fragmented world that may bring new surprises.

This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...

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

Macroeconomic forecasts

End in sight: Bank of Japan to complete policy normalisation

Much less fiscal policy support will likely constrain domestic demand and higher-for-longer interest rates will make monetary policy even more restrictive.

India's macro fundamentals are well positioned for a multi-year improvement in output and earnings, creating new opportunities for global investors.

The transition to a greener economy presents risks and opportunities for investors and calls for a new approach to portfolios.

Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have...

Macroeconomic Picture by area and Macro and Market forecast.

Macroeconomic Picture by area and Macro and Market forecast.