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.
26/07/2024 Economy & Markets How long can the Central Banks’ divergence last Understand how central banks' rate divergence affects exchange rates, with a focus on US long-term yields, energy price shocks, and inflation pass-through...
11/07/2024 Global Outlook Mid-Year Outlook 2024 It’s all about confidence Explore the Mid-Year Outlook 2024: Confidence is key as restrictive monetary policies and fading fiscal expansion curb growth. Learn about new rate cuts,...
5/07/2024 Economy & Markets UK election delivers no-drama outcome Britain’s Labour Party returned to power for the first time in 14 years after winning a large majority in parliamentary elections.
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.
6/06/2024 Economy & Markets Biden vs Trump: high stakes in US elections This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections.
4/06/2024 Podcasts Outerblue Convictions – Global Investment Views – Data drivi... Outerblue Convictions explores global investment trends and diverging paths shaped by economic growth, inflation, and monetary policy data. Key insights...