19/05/2025 Economy & Markets China in the race for technological leadership In this paper we explore the evolution of China's technological progress and its likely path ahead.
19/05/2025 US-China truce reduces tariffs for now US-China truce reduces tariffs for now. The trade deal -- even if temporary -- should support economic growth in both countries.
12/05/2025 Fed’s policy dilemma The Fed remained in a ‘wait and see’ mode, whereas the BoE and ECB (last month) cut interest rates in their latest meetings.
12/05/2025 Cross Asset Research Cross Asset Investment Strategy - May 2025 Our May edition outlines the geopolitical scenarios for the US-China trade war, the complexities of decoupling, and our outlook on the US Treasury market.
12/05/2025 Economy & Markets What to expect for the US Treasury market? Discover the geopolitical factors influencing the US-China trade war, the complexities of decoupling, and our insights on the US Treasury market in our...
9/05/2025 Economy & Markets US and China: balancing the decoupling Discover how Beijing's trade war strategy has shifted from restraint to decisive retaliation. Eroding trust from U.S. 'strategic decoupling' leads to...
5/05/2025 Trump’s first 100 days The eventful first 100 days in office of Donald Trump put into question the dominant role of US assets, thus pushing global investors to look to other...