19/01/2026 US inflation down, but still above target Productivity gains should help keep labour costs in check over the medium term.
25/08/2025 Fed moving towards rate cuts The US has seen some mixed macro data around inflation and labour markets, opening a debate on Fed’s future policy actions.
4/08/2025 Central banks kept rates steady Global central banks are staying in a wait and watch mode as they assess the impact of US tariffs on the economy.
1/08/2025 Podcasts Global Investment Views - Deal or no deal, expect twists and... In this month's review of the latest developments on the global economy and in financial markets, we focus on the seismic shifts that have been happening...
23/07/2025 Economy & Markets Summer Twists: Tax Cuts, Tariffs, and Treasuries The OBBBA fiscal plan impacts US debt, social programs, and economic growth. This article provides a detailed analysis of its short and medium-term economic...
23/07/2025 Cross Asset Research Cross Asset Investment Strategy - July-August 2025 Find the latest edition of our monthly publication, focusing on the OBBBA, tariff negotiations, and the future of fixed income
2/07/2025 Podcasts Global Investment Views - Mid-year Outlook 2025 - Riding out... In this podcast, Monica Defend discusses the 2025 economic outlook: growth, monetary policy, geopolitical impacts, US dollar trends, and investment strategies...