18/12/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - December 2024 The article reviews the ECB's rate cuts as inflation drops to 2.2%, forecasting a terminal rate of 1.75% by 2025.
19/11/2024 Economy & Markets The extraordinary US cycle is becoming more balanced The US economy is transitioning to slower growth, with a soft landing expected amid reduced imbalances and declining inflation.
18/11/2024 Economy & Markets Spotting opportunities in a reconfigured world The global outlook for 2025 is benign, but geopolitics and national policies are creating a more fragmented world that may bring new surprises.
7/11/2024 Economy & Markets Trump Victory: Key implications for investors Trump will return to the White House, with a red sweep of the Senate and House likely. Financial markets reacted by extending popular "Trump trades".
23/10/2024 Economy & Markets 2024 US elections: macro, geopolitical, and investment persp... This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...
10/10/2024 Economy & Markets Draghi’s report: a call to action for Europe’s competitivene... Mario Draghi’s report on Europe’s declining competitiveness poses a significant challenge for policymakers. While it has broad support, implementation...
10/10/2024 Economy & Markets Macroeconomic and financial market forecasts - October 2024 Discover comprehensive macroeconomic and financial market forecasts for September 2024, updated as of October.
10/10/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - October 2024 While monetary policy in LatAm has been nothing short of prudent, both on the way up and down, LatAm’s post Covid and post elections fiscal consolidation...
17/09/2024 Economy & Markets Macroeconomic and financial market forecasts - September 202... Discover comprehensive macroeconomic and financial market forecasts for September 2024, updated as of 5 September.
16/09/2024 Economy & Markets The JPY carry trade: what’s next? Unwinding of the Yen carry trade accelerates amid BoJ's hawkish surprise. What lies ahead for JPY? Learn about potential market impacts and key economic...
13/09/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - September 2024 Detailed macroeconomic analysis of the evolution of the US, Chinese and Indian economies, with forecasts for interest rates, inflation and growth.
26/07/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - July/August 2024 Detailed macroeconomic analysis of the evolution of the US, Chinese and Indian economies, with forecasts for interest rates, inflation and growth.
26/07/2024 Economy & Markets Macroeconomic and financial market forecasts - July/August 2... Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of July 24, 2024. Get insights crucial for informed decision-making...
26/07/2024 Economy & Markets How long can the Central Banks’ divergence last Understand how central banks' rate divergence affects exchange rates, with a focus on US long-term yields, energy price shocks, and inflation pass-through...
5/07/2024 Economy & Markets UK election delivers no-drama outcome Britain’s Labour Party returned to power for the first time in 14 years after winning a large majority in parliamentary elections.
