10/08/2026 Strong US earnings growth continues Earnings growth for Q2 2026 has been strong, with a high proportion of companies beating expectations
14/11/2023 Economy & Markets Central banks’ unwinding will put more public debt in market... Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.
17/10/2023 Economy & Markets Central banks’ endgame: a new policy paradigm Dive into the effects of central bank balance sheet normalization on financial markets, government bond yields, and the evolving investment landscape....
10/10/2023 Cross Asset Research Cross Asset Investment Strategy - October 2023 Find the latest edition of our monthly publication. The focus is on the energy price rise and its impact on US consumption.
10/10/2023 Economy & Markets Macroeconomic and financial market forecasts - October 2023 Macroeconomics forecasts
10/10/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - October 2023 Inflation has been on a declining path in advanced countries, albeit with some stickiness in services inflation
10/10/2023 Economy & Markets Limited hit from energy price rise on US consumption so far The impact of energy on the US economy has declined over the last three decades, but a series of shocks since the pandemic and a +30% price surge since...
