9/04/2025 Podcasts Outerblue Talks Research - Seat belts fastened for the global economic rewire The market roller coaster continues. Listen to the latest podcast on the market reactions to US tariff announcements
27/01/2025 President Trump: First week A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
20/01/2025 Economy & Markets The Fed’s dilemma This analysis reviews the January 2025 macroeconomic outlook, focusing on the Fed's inflation challenges and interest rate expectations.
20/01/2025 Inflation in focus ahead of Trump’s inauguration A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
6/01/2025 Bond yields on the rise A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
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 Inflation trend is falling Price pressures in the US and eurozone are abating, although some inflation components could be volatile.