10/10/2023 Economy & Markets Limited hit from energy price rise on US consumption so far The impact of energy on the US economy has declined over the last three decades, but a series of shocks since the pandemic and a +30% price surge since...
10/10/2023 Cross Asset Research Cross Asset Investment Strategy - October 2023 Find the latest edition of our monthly publication. The focus is on the energy price rise and its impact on US consumption.
10/10/2023 Geopolitics Five questions on the recent escalation in Israel The Talks outlines the investment and geopolitical implications of the recent terrorist attacks on Israel
28/09/2023 Investment Views Global Investment Views - October 2023 Risk assets have been in wait-and-see mode since summer’s end, but they are still pricing in a soft-landing scenario in which inflation continues to fall...
15/09/2023 Economy & Markets Macroeconomic and financial market forecasts - September 202... Macroeconomic forecasts
15/09/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - September 2023 End in sight: Bank of Japan to complete policy normalisation
15/09/2023 Economy & Markets The Eurozone economy under scrutiny, as the policy support f... Much less fiscal policy support will likely constrain domestic demand and higher-for-longer interest rates will make monetary policy even more restrictive.