10/08/2026 Strong US earnings growth continues Earnings growth for Q2 2026 has been strong, with a high proportion of companies beating expectations
28/07/2023 Economy & Markets Fed moving to a pause with a very data-dependent approach The Talks elaborates on the banking stress in US and the FOMC May meeting.
19/06/2023 Economy & Markets 2020s vs 1970s: echoes, not a replay Despite many similarities between the inflationary period in the 1970s and in the 2020s, the two scenarios are not identical.
28/04/2023 Investment Views Global Investment Views - May 2023 Should investors be changing course? Read more of our monthly investment views.
27/04/2023 Emerging Markets Emerging Markets Charts and Views - Springtime for Emerging ... Outlook for EM assets: opportunities and risks for EM-investors in 2023.