Market insights

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Market insights

Macroeconomics

Barometer: Prospects for US, emerging market stocks remain strong

Weekly house view | No war, no peace, no oil

Monthly house view | May 2026

Weekly house view | In limbo

Weekly house view | No deal yet

Weekly house view | No deal, Hormuz closed

Weekly house view | To the moon and back

Monthly house view | March 2026

Barometer: Iran conflict demands earnest reassessment of active positions

Weekly house view | The clock is ticking

Weekly house view | Central banks enter the war

Weekly house view | It takes two to TACO

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Markets

Market insights

Macroeconomics

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