瑞士百达集团
宏观经济
CIO观点：不可持续的财政路径
CIO观点：美联储在通胀高企形势下暂停加息
CIO观点：巴以新一轮冲突爆发
2023年《银行观点》10月刊
CIO观点：欧洲赢了
CIO观点：连点成线
CIO观点：预计美联储加息将迎来“鹰派暂停”
CIO观点：底特律即将上演大罢工？
CIO观点：经济再迎“金发女孩”情景？
2023年《银行观点》9月刊
美国宏观经济最新动态
CIO观点：决不妥协
CIO观点：聚焦鲍威尔讲话
CIO观点：意大利银行税，是是与非非
CIO观点：AA+评级
2023年《银行观点》8月刊
日本经济是否终于迎来拐点？
CIO观点：经济衰退时间点或再度推迟
全球格局转变，投资者应如何配置资产？
CIO观点：虽败犹胜
CIO观点：业绩指引受到关注
CIO观点：劳动力市场迎来炽热的夏季
2023年《银行观点》7月刊
CIO观点：祝贺美国独立日
The end of globalisation?
CIO观点：政变，什么政变？
CIO观点：鲍威尔妥协
CIO观点：央行应暂停加息还是继续加息？
China Q1 GDP surprises on the upside
Monthly house view | April 2023
Weekly house view | 欧美银行动荡，投资者如何应对？
2023 Global Macro Outlook: scenario update
Weekly house view | 投資主管兼首席投資官
Weekly house view | 通胀：上升如火箭般快速，下跌如羽毛般缓慢
Weekly house view | 地缘政治衰退
Weekly house view | 暂时没有着陆
What Lula’s election means for Brazilian assets
House View, November 2022
Weekly View - Trick or treat!
ECB preview: higher rates, tighter liquidity
The US tightens its grip on semiconductors
Weekly View - To pivot…or not?
House View, October 2022
Weekly View - Dodging the bullets
César Pérez Ruiz shares his top 3 investment themes of the month
UK: Mini budget, maxi risks
Weekly View - Interest rate blues
Weekly View – Goodbye and Thank You, Roger
Central bank pivots delayed, but still coming
Weekly View – End of an era
House View, September 2022
Weekly View – Perestroika leader dies
Weekly View - Keeping at it
Weekly View - Jackson Hole Time
Weekly View, 15 August 2022
Weekly View, 08 August 2022
Weekly View - To pivot or not to pivot
From inflation to growth concerns: A view of Asian markets
Weekly View - Back to zero
US macro update: Housing market sees a sharp reversal of fortune
Weekly View – Draghi tries to quit
June jobs report enables Fed to stay aggressive
Weekly View – Deal is off
Weekly View - 25 years on
Stoic Switzerland
Recession looks inevitable, but not imminent
Weekly View - Energy Alert
Insights from Nobel laureate and best-selling author, economist Joseph Stiglitz
Positive on the Swiss franc
Don’t write off the European Central Bank
Weekly View - BoJ: Last man standing
Updated scenarios for central banks, inflation and oil prices
Sharp contraction in tax receipts hampers Chinese fiscal stimulus
Weekly View - Peak? What peak?
Weekly View - “Hurricane coming”
Weekly View - Long Live The Queen
Revising down our forecast for Chinese growth
Weekly View - Target hit
US - A hike around mount recession
Weekly View - NATO +2
Euro periphery bond update
Weekly View - Unsettled
Fed looks vaguely into the future
House View, May 2022
Weekly View - Mayday Mayday
Weekly View - Netflop
Weekly View - Tightening times
Bumpy road ahead for US Treasuries
Weekly View - Biden opens the taps
Latest job report sets stage for 50bp Fed rate hike in May
How the Russia-Ukraine crisis changes the outlook for emerging market investors
Weekly View - The Fed ups the pace
Weekly View - Lift off!
How the war in Ukraine is reverberating in Asia
Default risk hangs over Russian bonds
Euro area faces risk of stagflation
Our 2022 macroeconomic scenario for the US
The future of the ECB’s quantitative easing
Revising up our forecasts for euro area growth and inflation
Q&A on the regulatory risks hanging over Chinese tech stocks