17/02/2025 US inflation surprises on the upside The article reports that January's Consumer Price Index (CPI) rose by 0.5%, reaching an annual rate of 3.0%, and discusses core inflation drivers and...
6/02/2025 Scenarios, risks and macroeconomic forecasts This article analyzes macroeconomic forecasts and risks affecting global markets, offering insights into potential scenarios and investment strategies...
27/01/2025 President Trump: First week A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
20/01/2025 Economy & Markets The Fed’s dilemma This analysis 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.