Macroeconomics

Latest Macroeconomics Insights

Macroeconomics · 25. Sep. 2023
Weekly house view | Connecting the Dots
Macroeconomics · 22. Sep. 2023
Bank of Japan, Japanese government bonds and yen
Macroeconomics · 18. Sep. 2023
Weekly house view | Hawkish Fed Pause Expected
Macroeconomics · 12. Sep. 2023
Treasury yields could drop back, but remain structurally higher
Macroeconomics · 11. Sep. 2023
China’s economy could stabilise
Macroeconomics · 11. Sep. 2023
Weekly house view | Detroit on strike ?
Macroeconomics · 6. Sep. 2023
Positive on local-currency EM bonds
Macroeconomics · 5. Sep. 2023
China: no systemic financial risk, but lower long-term growth
Macroeconomics · 4. Sep. 2023
Monthly house view | September 2023
Macroeconomics · 4. Sep. 2023
Weekly house view | Goldilocks again ?
Macroeconomics · 31. Aug. 2023
US macro update
Macroeconomics · 28. Aug. 2023
Weekly house view | Never surrender
Macroeconomics · 14. Aug. 2023
Weekly house view | Italian bank taxes, yes and no
Macroeconomics · 11. Aug. 2023
Becoming more upbeat about the euro periphery
Macroeconomics · 7. Aug. 2023
Weekly house view | No one is infallible
Macroeconomics · 3. Aug. 2023
What's wrong with China's post-covid recovery and how to deal with it?
Macroeconomics · 2. Aug. 2023
Monthly house view | August 2023
Macroeconomics · 2. Aug. 2023
US Q2 GDP: Goods news on growth and even better news on inflation
Macroeconomics · 2. Aug. 2023
Is Japan finally at an inflection point?
Macroeconomics · 31. Juli 2023
Weekly house view | Delayed again
Macroeconomics · 24. Juli 2023
Weekly house view | The loser has won
Macroeconomics · 20. Juli 2023
Demographic transition on a global scale
Macroeconomics · 20. Juli 2023
Major economies face sluggish long-term growth
Macroeconomics · 18. Juli 2023
Auf der suche nach guidance
Macroeconomics · 17. Juli 2023
Alexander Stubb on how the west can shape a new world order for the 21st century
Macroeconomics · 10. Juli 2023
High-yield bonds: resilient for how long?
Macroeconomics · 10. Juli 2023
Weekly house view | The hot labour summer
Macroeconomics · 7. Juli 2023
Beyond abundance ?
Macroeconomics · 6. Juli 2023
(Slightly) higher for longer
Macroeconomics · 5. Juli 2023
The Swiss outperformer
Macroeconomics · 5. Juli 2023
Monthly house view | July 2023
Macroeconomics · 5. Juli 2023
Two-speed economies in the US and Europe
Macroeconomics · 3. Juli 2023
Weekly house view | Happy 4th of July
Macroeconomics · 26. Juni 2023
The end of globalisation?
Macroeconomics · 21. Juni 2023
Secular outlook 2023
Macroeconomics · 19. Juni 2023
Weekly house view | Powell geht Kompromiss
Macroeconomics · 14. Juni 2023
Japanische Aktien werden top, chinesische Aktien Flops sein
Macroeconomics · 12. Juni 2023
Weekly house view | Pause oder Zinsschritt?
Macroeconomics · 9. Juni 2023
A changed landscape
Macroeconomics · 2. Juni 2023
Monthly house view | June 2023
Macroeconomics · 1. Juni 2023
The ECB at 25: tried, tested and ready for whatever comes next
Macroeconomics · 1. Juni 2023
UK macro and bonds update
Macroeconomics · 30. Mai 2023
Weekly house view | Whatever it cakes
Macroeconomics · 9. Mai 2023
Weekly house view | Long live King Charles III
Macroeconomics · 5. Mai 2023
Monthly house view | May 2023
Macroeconomics · 1. Mai 2023
Weekly house view | Biden for 2024
Macroeconomics · 24. Apr. 2023
Weekly house view | FAANGs' Moment
Macroeconomics · 19. Apr. 2023
China Q1 GDP surprises on the upside
Macroeconomics · 17. Apr. 2023
Weekly house view | Pentagon Leaks
Macroeconomics · 14. Apr. 2023
US Macro Outlook | Banking on a mild recession
Macroeconomics · 11. Apr. 2023
Weekly house view | Moment of truth
Macroeconomics · 5. Apr. 2023
Monthly house view | April 2023
Macroeconomics · 3. Apr. 2023
Weekly house view | Big is beautiful, small is smart
Macroeconomics · 27. März 2023
Weekly house view | USA: Rekordabfluss von Einlagen aus Banken
Macroeconomics · 20. März 2023
Weekly house view | Alles überall gleichzeitig
Macroeconomics · 15. März 2023
2023 Global Macro Outlook: scenario update
Macroeconomics · 13. März 2023
Weekly house view | Bank run
Macroeconomics · 8. März 2023
Monthly house view | March 2023
Macroeconomics · 7. März 2023
China: modest economic targets and prudent policy support
Macroeconomics · 6. März 2023
Weekly house view | Inflation: steiler anstieg, stockender rückgang
Macroeconomics · 27. Feb. 2023
Weekly house view | Vorerst keine Landung
Macroeconomics · 20. Feb. 2023
Weekly house view | Geopolitische Rezession
Macroeconomics · 13. Feb. 2023
Weekly view - Krieg der Suchanbieter
Macroeconomics · 6. Feb. 2023
Weekly view - A hazy picture
Macroeconomics · 6. Feb. 2023
House View, February 2023
Macroeconomics · 23. Jan. 2023
Weekly View - Debt Ceiling Reached
Macroeconomics · 22. Dez. 2022
Our 2023 outlook for the euro area economy
Macroeconomics · 19. Dez. 2022
Weekly View - A hawkish Christmas
Macroeconomics · 19. Dez. 2022
Our 2023 outlook for the UK and for gilts
Macroeconomics · 12. Dez. 2022
Weekly View - Super Thursday
Macroeconomics · 12. Dez. 2022
Our 2023 forecast for Japan
Macroeconomics · 9. Dez. 2022
Our 2023 outlook for Switzerland
Macroeconomics · 9. Dez. 2022
Central banks’ hawkish downshift
Macroeconomics · 8. Dez. 2022
Our 2023 asset class outlook
Macroeconomics · 6. Dez. 2022
Europe faces a rare test of its energy resilience
Macroeconomics · 6. Dez. 2022
Our 2023 forecast for the Chinese economy
Macroeconomics · 5. Dez. 2022
Weekly View - Powell ready to slow
Macroeconomics · 5. Dez. 2022
Do central banks’ losses matter?
Macroeconomics · 1. Dez. 2022
Our 2023 forecast for the US economy
Macroeconomics · 1. Dez. 2022
House View, December 2022
Macroeconomics · 29. Nov. 2022
Our global macro outlook for 2023
Macroeconomics · 28. Nov. 2022
Weekly View - Little room for small hikes
Macroeconomics · 21. Nov. 2022
Weekly View - Happy Thanksgiving
Macroeconomics · 14. Nov. 2022
Weekly View - No red wave
Macroeconomics · 7. Nov. 2022
What Lula’s election means for Brazilian assets
Macroeconomics · 7. Nov. 2022
House View, November 2022
Macroeconomics · 7. Nov. 2022
Weekly View - Slower, higher…and longer
Macroeconomics · 7. Nov. 2022
César Pérez Ruiz shares his top 3 investment themes of the month
Macroeconomics · 31. Okt. 2022
Weekly View - Trick or treat!
Macroeconomics · 26. Okt. 2022
China’s growth rebound and the future of its zero-covid policy
Macroeconomics · 25. Okt. 2022
US midterm elections: a return to political gridlock?
Macroeconomics · 24. Okt. 2022
Weekly View - The people’s leader
Macroeconomics · 21. Okt. 2022
ECB preview: higher rates, tighter liquidity
Macroeconomics · 18. Okt. 2022
The US tightens its grip on semiconductors
Macroeconomics · 17. Okt. 2022
Rougher seas ahead
Macroeconomics · 10. Okt. 2022
Weekly View - To pivot…or not?
Macroeconomics · 5. Okt. 2022
House View, October 2022
Macroeconomics · 3. Okt. 2022
Weekly View - Dodging the bullets
Macroeconomics · 3. Okt. 2022
César Pérez Ruiz shares his top 3 investment themes of the month
Macroeconomics · 26. Sep. 2022
UK: Mini budget, maxi risks
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