1/09/2026 Economy & Markets France’s fiscal policy in focus France's fiscal outlook: public debt, the 2027 budget and implications for French government bonds and investors.
6/01/2025 After two strong years, what will 2025 bring? Negative years like 2018 and 2022 are often followed by strong recoveries, as seen in 2023 and 2024.
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.
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.
18/12/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - December 2024 The article reviews the ECB's rate cuts as inflation drops to 2.2%, forecasting a terminal rate of 1.75% by 2025.
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.