8/12/2025 Japan bond yields on the rise 2Y bond yields rose to their highest level since 2008 on hopes of a rate hike by the BOJ.
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 Cross Asset Research Cross Asset Investment Strategy - December 2024 Find the latest edition of our monthly publication. The focus is on Germany's economy and the upcoming elections.
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.
10/12/2024 Podcasts Outerblue Talks Research – Looking for clues ahead of a seco... Join Outerblue Research as we analyze the impact of Donald Trump's second term on trade policies, China's response, and the US economy.
19/11/2024 Geopolitics Transitioning to a riskier, messier and diversifying world Escalating geopolitical tensions, increased economic frictions, and ongoing conflicts will require companies to relocate operations to mitigate risks.
18/11/2024 Economy & Markets Spotting opportunities in a reconfigured world The global outlook for 2025 is benign, but geopolitics and national policies are creating a more fragmented world that may bring new surprises.