6/02/2025 Economy & Markets What Trump 2.0 means for the economy and markets The article analyzes the effects of Trump's second term on the global economy and markets, focusing on tariffs, inflation, and trade relations, particularly...
20/01/2025 Emerging Markets Focus on China This report analyzes China's economic outlook for 2025, focusing on the effects of monetary easing and fiscal policies amid structural challenges and...
18/12/2024 Economy & Markets 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.
10/10/2024 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...
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...
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...
7/05/2024 Economy & Markets IMF spring meeting take-aways: short-term resilience, but no... The IMF outlook highlights the remarkable resilience in growth and declining inflation in most countries. However, the medium-term outlook remains subdued...