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

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

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

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

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.

Unlock critical investment insights with the May 2024 Cross Asset Strategy Report, covering US, China, and India's economic forecasts, inflation, and...

Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of April 29, 2024. Get insights crucial for informed decision-making...

Stay ahead in finance with insights on central bank policies, global economic trends, and investment opportunities. Navigate rate cuts and market uncertainties...

Receding inflation good news but inflation fight not over

The Talks elaborates on the banking stress in US and the FOMC May meeting.

Receding inflation doesn’t mean the battle is won yet

Despite many similarities between the inflationary period in the 1970s and in the 2020s, the two scenarios are not identical.