Latest Macroeconomics Insights

Macroeconomics · 09 Dez. 2022
Our 2023 outlook for Switzerland
Macroeconomics · 09 Dez. 2022
Central banks’ hawkish downshift
Macroeconomics · 08 Dez. 2022
Our 2023 asset class outlook
Macroeconomics · 06 Dez. 2022
Europe faces a rare test of its energy resilience
Macroeconomics · 06 Dez. 2022
Our 2023 forecast for the Chinese economy
Macroeconomics · 05 Dez. 2022
Weekly View - Powell ready to slow
Macroeconomics · 05 Dez. 2022
Do central banks’ losses matter?
Macroeconomics · 01 Dez. 2022
Our 2023 forecast for the US economy
Macroeconomics · 01 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 · 07 Nov. 2022
What Lula’s election means for Brazilian assets
Macroeconomics · 07 Nov. 2022
House View, November 2022
Macroeconomics · 07 Nov. 2022
Weekly View - Slower, higher…and longer
Macroeconomics · 07 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 · 05 Okt. 2022
House View, October 2022
Macroeconomics · 03 Okt. 2022
Weekly View - Dodging the bullets
Macroeconomics · 03 Okt. 2022
César Pérez Ruiz shares his top 3 investment themes of the month
Macroeconomics · 26 Sep. 2022
UK: Mini budget, maxi risks
Macroeconomics · 26 Sep. 2022
Weekly View - Interest rate blues
Macroeconomics · 19 Sep. 2022
Weekly View – Goodbye and Thank You, Roger
Macroeconomics · 13 Sep. 2022
Central bank pivots delayed, but still coming
Macroeconomics · 12 Sep. 2022
Weekly View – End of an era
Macroeconomics · 07 Sep. 2022
House View, September 2022
Macroeconomics · 05 Sep. 2022
Weekly View – Perestroika leader dies
Macroeconomics · 29 Aug. 2022
Weekly View - Keeping at it
Macroeconomics · 29 Aug. 2022
Weekly View - Keeping at it
Macroeconomics · 15 Aug. 2022
Weekly View, 15 August 2022
Macroeconomics · 08 Aug. 2022
Weekly View, 08 August 2022
Macroeconomics · 02 Aug. 2022
Weekly View - To pivot or not to pivot
Macroeconomics · 25 Juli 2022
From inflation to growth concerns: A view of Asian markets
Macroeconomics · 25 Juli 2022
Weekly View - Back to zero
Macroeconomics · 22 Juli 2022
US macro update: Housing market sees a sharp reversal of fortune
Macroeconomics · 18 Juli 2022
Weekly View – Draghi tries to quit
Macroeconomics · 11 Juli 2022
June jobs report enables Fed to stay aggressive
Macroeconomics · 11 Juli 2022
Weekly View – Deal is off
Macroeconomics · 04 Juli 2022
Weekly View - 25 years on
Macroeconomics · 01 Juli 2022
Stoic Switzerland
Macroeconomics · 28 Juni 2022
Recession looks inevitable, but not imminent
Macroeconomics · 27 Juni 2022
Weekly View - Energy Alert
Macroeconomics · 22 Juni 2022
Insights from Nobel laureate and best-selling author, economist Joseph Stiglitz
Macroeconomics · 07 Juni 2022
Weekly View - “Hurricane coming”
Macroeconomics · 24 Mai 2022
Revising down our forecast for Chinese growth
Macroeconomics · 23 Mai 2022
Weekly View - Target hit
Macroeconomics · 16 Mai 2022
US - A hike around mount recession
Macroeconomics · 13 Mai 2022
Euro periphery bond update
Macroeconomics · 05 Mai 2022
Fed looks vaguely into the future
Macroeconomics · 04 Mai 2022
House View, May 2022
Macroeconomics · 05 Apr. 2022
Bumpy road ahead for US Treasuries
Macroeconomics · 04 Apr. 2022
Latest job report sets stage for 50bp Fed rate hike in May
Macroeconomics · 11 März 2022
Default risk hangs over Russian bonds
Macroeconomics · 03 März 2022
Euro area faces risk of stagflation
Macroeconomics · 02 Dez. 2021
Our 2022 macroeconomic scenario for the US
Macroeconomics · 22 Nov. 2021
The future of the ECB’s quantitative easing
Macroeconomics · 06 Aug. 2021
Revising up our forecasts for euro area growth and inflation
Macroeconomics · 26 Juli 2021
Q&A on the regulatory risks hanging over Chinese tech stocks
Macroeconomics · 03 Juni 2021
Raising our 2021 inflation expectations for the euro area
Confirm your selection
By clicking on “Continue”, you acknowledge that you will be redirected to the local website you selected for services available in your region. Please consult the legal notice for detailed local legal requirements applicable to your country. Or you may pursue your current visit by clicking on the “Cancel” button.