18/12/2024 Cross Asset Research Germany’s path ahead The article outlines the German economy's challenges, including an investment deficit and the impact of upcoming elections on fiscal reforms.
10/05/2023 Economy & Markets Our key takeaways from IMF’s Spring meetings Investor sentiment is downbeat, but not overly bearish. With tightening credit conditions, our US growth outlook is lower compared to the IMF’s, while...
3/04/2023 Economy & Markets Financial stability concerns to tip the balance towards a US... Financial stability concerns to tip the balance towards a US recession.
6/03/2023 Equity European equities are favoured in a fragile earnings outlook Q4 2022 was the first quarter of YoY profit declines for the United States, while Europe has held up better. In the United States, Big Tech-related sectors...
8/02/2023 Economy & Markets Why and what if inflation falls faster than expected? High inflation has not triggered a wage-price spiral in the advanced economies. Monetary tightening has contained inflation expectations and a continued firm...
3/01/2023 Emerging Markets China: back to pragmatism In one month, China dropped most of its Covid-related restrictions, vowed to support the housing market more, and set pro-growth policies.
2/12/2022 Economy & Markets Defensive asset allocation extends into 2023, with a gradual... The economic backdrop foreseen for the next 12 months suggests that the ongoing correction will continue through the first half of 2023, featuring a profits...