11/06/2024 Economy & Markets Will Productivity turn global growth around? Analysing the causes and effects of the secular decline in productivity growth, and the impact of Artificial Intelligence.
8/02/2023 Economy & Markets Macroeconomic Picture - February 2023 Macroeconomic Picture by area and Macro and Market forecast.
8/02/2023 Economy & Markets Market Scenarios and Risks - February 2023 We revise the probabilities of our alternative scenarios. Some of the risk factors we identify may occur in our central scenario, which is probably not...
8/02/2023 Economy & Markets Why and what if inflation falls faster than expected? High inflation has not triggered a wage-price spiral in the advanced economies. Monetary tightening has contained inflation expectations and a continued firm...
8/02/2023 Cross Asset Research Cross Asset Investment Strategy - February 2023 Find the latest edition of our Research team's monthly publication.
3/01/2023 Economy & Markets A strained German economy can be good news for Europe The energy crisis resulting from the war in Ukraine has altered profoundly Europe’s economic performance and prospects.
3/01/2023 Economy & Markets Market Scenarios and Risks - January 2023 We maintain the probabilities of our scenarios unchanged. Some of the risk factors we identify may occur in our central scenario, which is probably not...