Macroeconomics

Macroeconomics Insights

Macroeconomics · 07 Oct 2024
Monthly house view | October 2024
Macroeconomics · 07 Oct 2024
Weekly house view | Rates rethink
Macroeconomics · 04 Oct 2024
Barometer: Emerging markets' turn to shine
Macroeconomics · 30 Sep 2024
Weekly house view | Xi’s “whatever it takes” moment?
Macroeconomics · 26 Sep 2024
The great German stagnation
Macroeconomics · 26 Sep 2024
Emerging market local currency sovereign bonds - Update
Macroeconomics · 23 Sep 2024
Weekly house view | Rates recalibration
Macroeconomics · 19 Sep 2024
Fed: frontloading to secure a soft landing
Macroeconomics · 17 Sep 2024
Precious Metals: Gold
Macroeconomics · 16 Sep 2024
High yield credit: update
Macroeconomics · 16 Sep 2024
Weekly house view | Que sera, sera
Macroeconomics · 13 Sep 2024
Core sovereign bonds: update
Macroeconomics · 11 Sep 2024
Policy normalization or labour market rescue?
Macroeconomics · 11 Sep 2024
Taking the pulse of Chinese household spending
Macroeconomics · 09 Sep 2024
Weekly house view | Un-inverted
Macroeconomics · 06 Sep 2024
Switzerland: macro update
Macroeconomics · 06 Sep 2024
Barometer: Conditions favour Swiss and financial stocks
Macroeconomics · 06 Sep 2024
Monthly house view | September 2024
Macroeconomics · 04 Sep 2024
Euro area private consumption
Macroeconomics · 02 Sep 2024
Weekly house view | Waiting for the Fed
Macroeconomics · 26 Aug 2024
Weekly house view | All that glitters is not gold
Macroeconomics · 22 Aug 2024
Euro area wages
Macroeconomics · 19 Aug 2024
Gearing up for change
Macroeconomics · 19 Aug 2024
A ‘new normal’ for large economies
Macroeconomics · 19 Aug 2024
The economic costs of a shifting geopolitical landscape
Macroeconomics · 19 Aug 2024
Weekly house view | Ukraine strikes back
Macroeconomics · 12 Aug 2024
Weekly house view | Flash crash in Japan
Macroeconomics · 08 Aug 2024
Global Equities - Taking stock after the shock
Macroeconomics · 08 Aug 2024
How efficient is monetary policy transmission in the UK?
Macroeconomics · 07 Aug 2024
Monthly house view | August 2024
Macroeconomics · 05 Aug 2024
Macro update: growth scare vs. recession risks
Macroeconomics · 05 Aug 2024
Weekly house view | The Good, the Bad and the Ugly
Macroeconomics · 29 Jul 2024
Weekly house view | “R” for rotation
Macroeconomics · 22 Jul 2024
Weekly house view | Out of the race
Macroeconomics · 18 Jul 2024
What if US imposes a 60% tariff on Chinese imports?
Macroeconomics · 18 Jul 2024
The BOJ’s path to normalising monetary policy
Macroeconomics · 17 Jul 2024
Precious Metals: Gold
Macroeconomics · 15 Jul 2024
The impact of US elections on asset classes
Macroeconomics · 15 Jul 2024
2024 US Election | High-stake agendas
Macroeconomics · 15 Jul 2024
Weekly house view | US rate cut in sight
Macroeconomics · 10 Jul 2024
Switzerland Update
Macroeconomics · 09 Jul 2024
Monthly house view | July 2024
Macroeconomics · 09 Jul 2024
France: Q&A on the way forward
Macroeconomics · 08 Jul 2024
Weekly house view | Fragile France
Macroeconomics · 02 Jul 2024
Barometer: Scaling back IT but still positive on stocks
Macroeconomics · 01 Jul 2024
Weekly house view | Down but not out
Macroeconomics · 01 Jul 2024
UK elections: “securonomics” vs. “bold action ”
Macroeconomics · 01 Jul 2024
France: political uncertainty and fiscal risks
Macroeconomics · 25 Jun 2024
Secular outlook 2024
Macroeconomics · 24 Jun 2024
Weekly house view | US presidency debate: first round
Macroeconomics · 19 Jun 2024
Data centres: embracing the impact of AI
Macroeconomics · 17 Jun 2024
Weekly house view | Macron’s gamble
Macroeconomics · 11 Jun 2024
European real estate: from headwinds to tailwind
Macroeconomics · 10 Jun 2024
Weekly house view | Europe turns right
Macroeconomics · 10 Jun 2024
France: high-stakes election
Macroeconomics · 05 Jun 2024
Monthly house view | June 2024
Macroeconomics · 05 Jun 2024
A shift in the pace, not in the path
Macroeconomics · 05 Jun 2024
Spread widening in credit could raise cash’s appeal
Macroeconomics · 04 Jun 2024
Barometer: Staying overweight equities as world economy avoids slowdown
Macroeconomics · 04 Jun 2024
Biodiversity bonds: the new frontier in fixed income markets
Macroeconomics · 03 Jun 2024
No more excuses — central bankers need to get back ahead of the curve
Macroeconomics · 03 Jun 2024
Weekly house view | Back to T+1 (after a century!)
Macroeconomics · 29 May 2024
US rate cuts delayed, not derailed
Macroeconomics · 27 May 2024
Weekly house view | UK elections on 4 July
Macroeconomics · 23 May 2024
Euro area wages: the final check
Macroeconomics · 17 May 2024
Barometer: Stars align for European equities
Macroeconomics · 17 May 2024
The risk of staying risk-free
Macroeconomics · 06 May 2024
In conversation with Nader Mousavizadeh
Macroeconomics · 04 Apr 2024
Barometer: A spring in the market's step
Macroeconomics · 21 Mar 2024
The Bank of Japan’s quiet revolution
Macroeconomics · 07 Mar 2024
Barometer: Tech's profit growth should continue to propel stocks
Macroeconomics · 27 Feb 2024
Weekly house view | Making history
Macroeconomics · 20 Feb 2024
Weekly house view | Bumpy ride towards 2% inflation
Macroeconomics · 14 Feb 2024
Monthly house view | February 2024
Macroeconomics · 12 Feb 2024
Barometer: A tactical opportunity emerges in equities
Macroeconomics · 12 Feb 2024
Weekly house view | S&P500
Macroeconomics · 12 Feb 2024
How do US elections impact monetary policy?
Macroeconomics · 31 Jan 2024
Perspectives 2024
Macroeconomics · 31 Jan 2024
Waning central bank support for the Swiss franc
Macroeconomics · 29 Jan 2024
Weekly house view | Enchanted economy
Macroeconomics · 22 Jan 2024
Weekly house view | Markets wait for earnings guidance
Macroeconomics · 09 Jan 2024
Monthly house view | January 2024
Macroeconomics · 08 Jan 2024
Weekly house view | Welcome to 2024: The great election year
Macroeconomics · 04 Jan 2024
Barometer: Markets getting carried away
Macroeconomics · 21 Dec 2023
UK economy and bonds: 2024 outlook
Macroeconomics · 19 Dec 2023
Italian and Spanish sovereign bonds : 2024 outlook
Macroeconomics · 19 Dec 2023
Developed-market equities: 2024 outlook
Macroeconomics · 18 Dec 2023
Weekly house view | Rates higher for longer... but not forever
Macroeconomics · 15 Dec 2023
The Fed pivots, its peers hold back
Macroeconomics · 13 Dec 2023
Equity volatility: 2024 outlook
Macroeconomics · 12 Dec 2023
Emerging-market currencies: 2024 outlook
Macroeconomics · 11 Dec 2023
Weekly house view | Shake it off
Macroeconomics · 11 Dec 2023
Oil market: 2024 outlook
Macroeconomics · 07 Dec 2023
China: 2024 outlook
Macroeconomics · 07 Dec 2023
Swiss franc: 2024 outlook
Macroeconomics · 06 Dec 2023
Japan and Japanese bonds: 2024 outlook
Macroeconomics · 06 Dec 2023
Euro area: 2024 outlook
Macroeconomics · 04 Dec 2023
Monthly house view | December 2023
Macroeconomics · 04 Dec 2023
Weekly house view | Titans pass
Macroeconomics · 01 Dec 2023
Investing in corporate bonds: 2024 Outlook
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