13/03/2026 Economy & Markets Mapping the fallout: Iran, oil, and global markets What the Iran conflict means for oil, inflation, and global markets: from macro risks to investment implications.
24/03/2023 Investment Views Global Investment Views - April 2023 Crisis memories return in vulnerable markets
21/03/2023 Economy & Markets A global assessment of the implications of recent banking se... Assessment of the recent developments related to the banks turmoil and their impact on the economic outlook, central banks, credit, equity banking sectors,...
3/03/2023 Cross Asset Research Cross Asset Investment Strategy - March 2023 Inflation is stickier than expected and central banks may remain tighter for longer. Discover our latest investment and thought leadership ideas
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...