19/11/2025 Fixed Income & FX Fixed income in the new policy order As US fiscal expansion tests Fed independence, tilt to investment grade credit and European peripheral debt.
14/04/2025 Economy & Markets Emerging Markets beyond the 90-day tariff pause Despite a 90-day tariff pause, the US-China trade war escalates, hitting Asia hardest. Latin America is less affected. Inflation outlooks are uncertain,...
14/04/2025 Economy & Markets The uncertain reality of tariffs and the future of gold Trump's tariffs seek to address trade imbalances and revitalize manufacturing, but their impact is uncertain. Gold stands out as a stable investment amid...
11/04/2025 Economy & Markets Navigating trade war turbulence Trade wars are disrupting the global economy, potentially causing profit recessions from rising costs and lower demand. Investors should focus on European...
6/02/2025 Economy & Markets What Trump 2.0 means for the economy and markets The article analyzes the effects of Trump's second term on the global economy and markets, focusing on tariffs, inflation, and trade relations, particularly...
19/11/2024 Economy & Markets The extraordinary US cycle is becoming more balanced The US economy is transitioning to slower growth, with a soft landing expected amid reduced imbalances and declining inflation.
23/10/2024 Economy & Markets 2024 US elections: macro, geopolitical, and investment persp... This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...