Latest Macroeconomics Insights

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 · 07 Nov 2022
César Pérez Ruiz shares his top 3 investment themes of the month
Macroeconomics · 31 Oct 2022
It ain’t over ‘til it’s over
Macroeconomics · 31 Oct 2022
Weekly View - Trick or treat!
Macroeconomics · 26 Oct 2022
China’s growth rebound and the future of its zero-covid policy
Macroeconomics · 25 Oct 2022
US midterm elections: a return to political gridlock?
Macroeconomics · 24 Oct 2022
Weekly View - The people’s leader
Macroeconomics · 21 Oct 2022
ECB preview: higher rates, tighter liquidity
Macroeconomics · 18 Oct 2022
The US tightens its grip on semiconductors
Macroeconomics · 17 Oct 2022
Rougher seas ahead
Macroeconomics · 10 Oct 2022
Weekly View - To pivot…or not?
Macroeconomics · 05 Oct 2022
House View, October 2022
Macroeconomics · 03 Oct 2022
César Pérez Ruiz shares his top 3 investment themes of the month
Macroeconomics · 03 Oct 2022
Weekly View - Dodging the bullets
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 · 22 Aug 2022
Weekly View - Jackson Hole Time
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 Jul 2022
From inflation to growth concerns: A view of Asian markets
Macroeconomics · 25 Jul 2022
Weekly View - Back to zero
Macroeconomics · 22 Jul 2022
US macro update: Housing market sees a sharp reversal of fortune
Macroeconomics · 18 Jul 2022
Weekly View – Draghi tries to quit
Macroeconomics · 11 Jul 2022
Weekly View – Deal is off
Macroeconomics · 11 Jul 2022
June jobs report enables Fed to stay aggressive
Macroeconomics · 04 Jul 2022
Weekly View - 25 years on
Macroeconomics · 01 Jul 2022
Stoic Switzerland
Macroeconomics · 28 Jun 2022
Recession looks inevitable, but not imminent
Macroeconomics · 27 Jun 2022
Weekly View - Energy Alert
Macroeconomics · 22 Jun 2022
Positive on the Swiss franc
Macroeconomics · 22 Jun 2022
Insights from Nobel laureate and best-selling author, economist Joseph Stiglitz
Macroeconomics · 20 Jun 2022
Weekly View - BoJ: Last man standing
Macroeconomics · 20 Jun 2022
Don’t write off the European Central Bank
Macroeconomics · 17 Jun 2022
Updated scenarios for central banks, inflation and oil prices
Macroeconomics · 13 Jun 2022
Weekly View - Peak? What peak?
Macroeconomics · 13 Jun 2022
Sharp contraction in tax receipts hampers Chinese fiscal stimulus
Macroeconomics · 07 Jun 2022
Weekly View - “Hurricane coming”
Macroeconomics · 30 May 2022
Weekly View - Long Live The Queen
Macroeconomics · 24 May 2022
Revising down our forecast for Chinese growth
Macroeconomics · 23 May 2022
Weekly View - Target hit
Macroeconomics · 16 May 2022
Weekly View - NATO +2
Macroeconomics · 16 May 2022
US - A hike around mount recession
Macroeconomics · 13 May 2022
Euro periphery bond update
Macroeconomics · 09 May 2022
Weekly View - Unsettled
Macroeconomics · 05 May 2022
Fed looks vaguely into the future
Macroeconomics · 04 May 2022
House View, May 2022
Macroeconomics · 02 May 2022
Weekly View - Mayday Mayday
Macroeconomics · 25 Apr 2022
Weekly View - Netflop
Macroeconomics · 19 Apr 2022
Weekly View - Tightening times
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 · 04 Apr 2022
Weekly View - Biden opens the taps
Macroeconomics · 28 Mar 2022
Weekly View - The Fed ups the pace
Macroeconomics · 21 Mar 2022
Weekly View - Lift off!
Macroeconomics · 15 Mar 2022
How the war in Ukraine is reverberating in Asia
Macroeconomics · 11 Mar 2022
Default risk hangs over Russian bonds
Macroeconomics · 03 Mar 2022
Euro area faces risk of stagflation
Macroeconomics · 02 Dec 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 Jul 2021
Q&A on the regulatory risks hanging over Chinese tech stocks
Macroeconomics · 03 Jun 2021
Raising our 2021 inflation expectations for the euro area
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