Macroeconomics

Macroeconomics Insights

Macroeconomics · 04 Dec 2023
Monthly house view | December 2023
Macroeconomics · 04 Dec 2023
Weekly house view | Titans pass
Macroeconomics · 04 Dec 2023
US economy: 2024 outlook
Macroeconomics · 01 Dec 2023
Swiss economy and government bonds: 2024 outlook
Macroeconomics · 01 Dec 2023
Corporate bonds: 2024 Outlook
Macroeconomics · 30 Nov 2023
Precious metals: 2024 outlook
Macroeconomics · 29 Nov 2023
Core government bonds: 2024 outlook
Macroeconomics · 27 Nov 2023
Weekly house view | Election surprises
Macroeconomics · 22 Nov 2023
Biases and sensation seeking: Scott Nations on the mental aspect of investing
Macroeconomics · 21 Nov 2023
Biden-Xi meeting eases superpower tensions, but competition remains
Macroeconomics · 20 Nov 2023
Weekly house view | The Pandas are back
Macroeconomics · 15 Nov 2023
Chris Miller – Friend shoring and the semiconductor industry
Macroeconomics · 13 Nov 2023
Weekly house view | Retail sales for direction
Macroeconomics · 07 Nov 2023
In the balance: Gillian Tett on geopolitics and globalisation
Macroeconomics · 06 Nov 2023
Monthly house view | November 2023
Macroeconomics · 06 Nov 2023
Weekly house view | Powell's soft pivot
Macroeconomics · 03 Nov 2023
Uncertainties feed into higher Treasury yields
Macroeconomics · 30 Oct 2023
Weekly house view | Happy Halloween
Macroeconomics · 23 Oct 2023
Weekly house view | Unsustainable fiscal path
Macroeconomics · 17 Oct 2023
Weekly house view | Fed done despite inflation running hot
Macroeconomics · 09 Oct 2023
Weekly house view | Israel under attack
Macroeconomics · 09 Oct 2023
Higher oil hurts
Macroeconomics · 06 Oct 2023
Monthly house view | October 2023
Macroeconomics · 03 Oct 2023
China: big shoes to fill
Macroeconomics · 02 Oct 2023
Weekly house view | Victory for Europe
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 · 06 Sep 2023
Positive on local-currency EM bonds
Macroeconomics · 05 Sep 2023
China: no systemic financial risk, but lower long-term growth
Macroeconomics · 04 Sep 2023
Monthly house view | September 2023
Macroeconomics · 04 Sep 2023
Weekly house view | Goldilocks again ?
Macroeconomics · 31 Aug 2023
US macro update
Macroeconomics · 28 Aug 2023
Weekly house view | Never surrender
Macroeconomics · 21 Aug 2023
Weekly house view | Waiting for Jay
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 · 07 Aug 2023
Weekly house view | No one is infallible
Macroeconomics · 03 Aug 2023
What's wrong with China's post-covid recovery and how to deal with it?
Macroeconomics · 02 Aug 2023
Monthly house view | August 2023
Macroeconomics · 02 Aug 2023
US Q2 GDP: Goods news on growth and even better news on inflation
Macroeconomics · 02 Aug 2023
Is Japan finally at an inflection point?
Macroeconomics · 31 Jul 2023
Weekly house view | Delayed again
Macroeconomics · 24 Jul 2023
Weekly house view | The loser has won
Macroeconomics · 20 Jul 2023
Major economies face sluggish long-term growth
Macroeconomics · 20 Jul 2023
Demographic transition on a global scale
Macroeconomics · 18 Jul 2023
Weekly house view | Seeking guidance
Macroeconomics · 17 Jul 2023
Alexander Stubb on how the west can shape a new world order for the 21st century
Macroeconomics · 11 Jul 2023
Italy’s Belt and Road conundrum
Macroeconomics · 10 Jul 2023
High-yield bonds: resilient for how long?
Macroeconomics · 10 Jul 2023
Weekly house view | The hot labour summer
Macroeconomics · 07 Jul 2023
Beyond abundance ?
Macroeconomics · 06 Jul 2023
(Slightly) higher for longer
Macroeconomics · 05 Jul 2023
The Swiss outperformer
Macroeconomics · 05 Jul 2023
Monthly house view | July 2023
Macroeconomics · 05 Jul 2023
Two-speed economies in the US and Europe
Macroeconomics · 03 Jul 2023
Weekly house view | Happy 4th of July
Macroeconomics · 26 Jun 2023
The end of globalisation?
Macroeconomics · 26 Jun 2023
Weekly house view | Coup, what coup?
Macroeconomics · 21 Jun 2023
Secular outlook 2023
Macroeconomics · 19 Jun 2023
Weekly house view | Powell compromises
Macroeconomics · 15 Jun 2023
Asia to stay on top as supply chains diversify
Macroeconomics · 12 Jun 2023
Weekly house view | Fed in Focus
Macroeconomics · 09 Jun 2023
A changed landscape
Macroeconomics · 05 Jun 2023
Weekly house view | Refocusing on fundamentals
Macroeconomics · 02 Jun 2023
Monthly house view | June 2023
Macroeconomics · 01 Jun 2023
The ECB at 25: tried, tested and ready for whatever comes next
Macroeconomics · 01 Jun 2023
UK macro and bonds update
Macroeconomics · 30 May 2023
Weekly house view | Whatever it cakes
Macroeconomics · 22 May 2023
Weekly house view | Discretionary recession
Macroeconomics · 15 May 2023
Weekly house view | Debt ceiling: the clock is ticking
Macroeconomics · 09 May 2023
Weekly house view | Long live King Charles III
Macroeconomics · 05 May 2023
Monthly house view | May 2023
Macroeconomics · 01 May 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 · 05 Apr 2023
Monthly house view | April 2023
Macroeconomics · 03 Apr 2023
Weekly house view | Big is beautiful, small is smart
Macroeconomics · 27 Mar 2023
Weekly house view | US banks bleed deposits
Macroeconomics · 21 Mar 2023
Have endowments found a place to hide?
Macroeconomics · 20 Mar 2023
Weekly house view | Everything everywhere all at once
Macroeconomics · 15 Mar 2023
2023 Global Macro Outlook: scenario update
Macroeconomics · 13 Mar 2023
Weekly house view | Bank run
Macroeconomics · 08 Mar 2023
Monthly house view | March 2023
Macroeconomics · 07 Mar 2023
China: modest economic targets and prudent policy support
Macroeconomics · 06 Mar 2023
Weekly house view | Inflation: up like a rocket, down like a feather
Macroeconomics · 27 Feb 2023
Weekly house view | No landing for now
Macroeconomics · 20 Feb 2023
Weekly house view | Geopolitical recession
Macroeconomics · 13 Feb 2023
Weekly house view | Search wars
Macroeconomics · 06 Feb 2023
César Pérez Ruiz shares his top 3 investment themes
Macroeconomics · 30 Jan 2023
Weekly view - Central banks back in focus
Macroeconomics · 26 Jan 2023
Chinks of light for M&A
Macroeconomics · 23 Jan 2023
Weekly View - Debt Ceiling Reached
Macroeconomics · 16 Jan 2023
Weekly View - Trust but verify
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