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.
7/11/2022 Emerging Markets Where is China heading to? China’s cyclical recovery outlook hinges critically on developments in Covid-19 policy. Housing will become less of a drag as the sector manages an L-shaped...
12/10/2022 Emerging Markets Relaxed financial markets look at Lula’s comeback The first electoral round was won by former President Lula. However, the incumbent, Bolsonaro, performed better than expected.
12/09/2022 Economy & Markets Q2 earnings season – strong results helped support the summe... The Q2 earnings season was again stronger than expected and contributed to the equity market rally up to mid-August.
11/07/2022 Emerging Markets The emerging markets hurdles While not envisaging any systemic risk propagating across emerging markets, the macro financial outlook remains challenging amid growth concerns, still-high...
3/06/2022 Equity A look under the surface of the first quarter earnings seaso... The excellent results of the first quarter also conceal weaknesses.
5/05/2022 Economy & Markets Q2 2022: A late cycle with a greater focus on inflation The shift to an inflationary late cycle has been confirmed with greater conviction and a focus on higher inflation (and rates). Economic momentum is still...