20/01/2025 Economy & Markets The Fed’s dilemma This article 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.
13/09/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - September 2024 Detailed macroeconomic analysis of the evolution of the US, Chinese and Indian economies, with forecasts for interest rates, inflation and growth.
10/06/2024 Fixed Income & FX Bond investing when Central Banks are in motion The outlook for bond market, reassessing risks and opportunities in fixed income space.