Macroeconomics

Latest Macroeconomics Insights

Macroeconomics · 11. Juni 2024
European real estate: from headwinds to tailwind
Macroeconomics · 10. Juni 2024
Weekly house view | Europe turns right
Macroeconomics · 10. Juni 2024
France: high-stakes election
Macroeconomics · 5. Juni 2024
Monthly house view | June 2024
Macroeconomics · 5. Juni 2024
Spread widening in credit could raise cash’s appeal
Macroeconomics · 5. Juni 2024
A shift in the pace, not in the path
Macroeconomics · 4. Juni 2024
Barometer: Aktien weiter übergewichten, da der globalen Wirtschaft ein Abschwung erspart bleiben wird
Macroeconomics · 3. Juni 2024
No more excuses — central bankers need to get back ahead of the curve
Macroeconomics · 3. Juni 2024
Weekly house view | Back to T+1 (after a century!)
Macroeconomics · 29. Mai 2024
US rate cuts delayed, not derailed
Macroeconomics · 27. Mai 2024
Weekly house view | UK elections on 4 July
Macroeconomics · 23. Mai 2024
Euro area wages: the final check
Macroeconomics · 21. Mai 2024
Weekly house view | Roaring Kitty is back
Macroeconomics · 17. Mai 2024
Barometer: Sterne stehen günstig für europäische Aktien
Macroeconomics · 13. Mai 2024
Weekly house view | Europe makes its move
Macroeconomics · 6. Mai 2024
In conversation with Nader Mousavizadeh
Macroeconomics · 6. Mai 2024
Weekly house view | Delayed but not derailed
Macroeconomics · 6. Mai 2024
Monthly house view | May 2024
Macroeconomics · 30. Apr. 2024
Weekly house view | M&A pick up
Macroeconomics · 29. Apr. 2024
Global Mobility and Switzerland: A Wealth Planning Perspective
Macroeconomics · 26. Apr. 2024
UK: paving the way for BoE easing
Macroeconomics · 25. Apr. 2024
The taxman cometh
Macroeconomics · 24. Apr. 2024
The fiscal equation gets tougher for France
Macroeconomics · 23. Apr. 2024
Weekly house view | The pivot from the pivot
Macroeconomics · 15. Apr. 2024
Sind die guten Zeiten des Yale-Stiftungsmodells vorbei?
Macroeconomics · 15. Apr. 2024
Iranian attack builds momentum for conflict expansion
Macroeconomics · 15. Apr. 2024
Weekly house view | Ironclad at work
Macroeconomics · 12. Apr. 2024
Later and Fewer
Macroeconomics · 12. Apr. 2024
Gold rush
Macroeconomics · 8. Apr. 2024
Barometer: A spring in the market's step
Macroeconomics · 8. Apr. 2024
Weekly house view | Payroll eclipse
Macroeconomics · 5. Apr. 2024
Monthly house view | April 2024
Macroeconomics · 3. Apr. 2024
Private assets – the opportunity to uncover gems in an uncertain world
Macroeconomics · 2. Apr. 2024
Weekly house view | Points to ponder for the Fed
Macroeconomics · 28. März 2024
Investing and managing with a long view
Macroeconomics · 25. März 2024
Weekly house view | The fed wants to cut
Macroeconomics · 22. März 2024
Has the easing cycle started?
Macroeconomics · 21. März 2024
The Bank of Japan’s quiet revolution
Macroeconomics · 18. März 2024
Weekly house view | RIP NIRP
Macroeconomics · 12. März 2024
Weekly house view | Increased confidence
Macroeconomics · 7. März 2024
Barometer: Gewinnwachstum im Technologiesektor dürfte Aktien weiter beflügeln
Macroeconomics · 7. März 2024
Monthly house view | March 2024
Macroeconomics · 4. März 2024
Weekly house view | Getting closer
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
Taking on more duration
Macroeconomics · 14. Feb. 2024
Monthly house view | February 2024
Macroeconomics · 12. Feb. 2024
How do US elections impact monetary policy?
Macroeconomics · 12. Feb. 2024
Weekly house view | S&P500
Macroeconomics · 5. Feb. 2024
Barometer: Taktische Chance bei Aktien
Macroeconomics · 5. Feb. 2024
Weekly house view | More confidence needed
Macroeconomics · 31. Jan. 2024
Waning central bank support for the Swiss franc
Macroeconomics · 31. Jan. 2024
Perspectives 2024
Macroeconomics · 29. Jan. 2024
Weekly house view | Enchanted economy
Macroeconomics · 10. Jan. 2024
Barometer: Märkte in Euphorie verfallen
Macroeconomics · 9. Jan. 2024
Monthly house view | January 2024
Macroeconomics · 8. Jan. 2024
Weekly house view | Welcome to 2024: The great election year
Macroeconomics · 21. Dez. 2023
UK economy and bonds: 2024 outlook
Macroeconomics · 19. Dez. 2023
Italian and Spanish sovereign bonds : 2024 outlook
Macroeconomics · 19. Dez. 2023
Developed-market equities: 2024 outlook
Macroeconomics · 18. Dez. 2023
Weekly house view | Rates higher for longer... but not forever
Macroeconomics · 15. Dez. 2023
The Fed pivots, its peers hold back
Macroeconomics · 13. Dez. 2023
Equity volatility: 2024 outlook
Macroeconomics · 12. Dez. 2023
Emerging-market currencies: 2024 outlook
Macroeconomics · 11. Dez. 2023
Oil market: 2024 outlook
Macroeconomics · 7. Dez. 2023
Swiss franc: 2024 outlook
Macroeconomics · 7. Dez. 2023
China: 2024 outlook
Macroeconomics · 6. Dez. 2023
Euro area: 2024 outlook
Macroeconomics · 6. Dez. 2023
Japan and Japanese bonds: 2024 outlook
Macroeconomics · 4. Dez. 2023
Monthly house view | December 2023
Macroeconomics · 4. Dez. 2023
Weekly house view | Titans pass
Macroeconomics · 4. Dez. 2023
US economy: 2024 outlook
Macroeconomics · 1. Dez. 2023
Corporate bonds: 2024 Outlook
Macroeconomics · 1. Dez. 2023
Swiss economy and government 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 · 7. Nov. 2023
In the balance: Gillian Tett on geopolitics and globalisation
Macroeconomics · 6. Nov. 2023
Weekly house view | Powell's soft pivot
Macroeconomics · 6. Nov. 2023
Monthly house view | November 2023
Macroeconomics · 3. Nov. 2023
Uncertainties feed into higher Treasury yields
Macroeconomics · 30. Okt. 2023
Weekly house view | Happy Halloween
Macroeconomics · 23. Okt. 2023
Weekly house view | Unsustainable fiscal path
Macroeconomics · 9. Okt. 2023
Higher oil hurts
Macroeconomics · 9. Okt. 2023
Weekly house view | Israel under attack
Macroeconomics · 6. Okt. 2023
Monthly house view | October 2023
Macroeconomics · 3. Okt. 2023
China: big shoes to fill
Macroeconomics · 2. Okt. 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
Weekly house view | Detroit on strike ?
Macroeconomics · 11. Sep. 2023
China’s economy could stabilise
Macroeconomics · 6. Sep. 2023
Positive on local-currency EM bonds
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