瑞士百达集团
宏观经济
CIO观点：美联储或将思考未来政策路径
CIO观点：美联储显露降息意愿
CIO观点：再见，日本负利率政策
“春斗”谈判：负利率时代的终结
2024年《银行观点》3月刊
“超级星期二”启幕
引爆点
崎岖的抗通胀之路
2024年《银行观点》2月刊呈现以下洞见：
经济放缓？哪些方面在放缓？
CIO观点：经济保持强劲
CIO观点：市场等待企业盈利指引出炉
2024年《银行观点》1月刊
CIO观点 | 欢迎来到2024年：大选之年
CIO观点：利率将长期处于高位……但不会永远处于高位
CIO观点：通通甩掉
2023年《银行观点》12月刊
CIO观点：巨星陨落
CIO观点：选举意外
CIO观点：大熊猫将重返美国
CIO观点：从零售销售数据中寻找方向
CIO观点：鲍威尔立场转鸽
2023年《银行观点》11月刊
CIO观点：万圣节快乐
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 | 暂时没有着陆
Weekly house view | 地缘政治衰退
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
Weekly View - Interest rate blues
UK: Mini budget, maxi risks
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
Weekly View – Deal is off
June jobs report enables Fed to stay aggressive
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
Weekly View - BoJ: Last man standing
Don’t write off the European Central Bank
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