9/04/2025 Podcasts Outerblue Talks Research - Seat belts fastened for the global economic rewire The market roller coaster continues. Listen to the latest podcast on the market reactions to US tariff announcements
3/02/2025 Tech sector in the spotlight The recent developments in artificial intelligence brought volatility in the equity market suggesting for more diversification and attention to valuations.
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 Cross Asset Research Cross Asset Investment Strategy - January 2025 Find the latest edition of our monthly publication. The focus is on China's economy as we enter the year of the snake.
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 Emerging Markets Focus on China This report analyzes China's economic outlook for 2025, focusing on the effects of monetary easing and fiscal policies amid structural challenges and...
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.