Macroeconomics Insights

Macroeconomics · 20 Mar 2023
Weekly house view | Everything everywhere all at once
Macroeconomics · 15 Mar 2023
2023 Global Macro Outlook: scenario update
Macroeconomics · 13 Mar 2023
Weekly house view | Bank run
Macroeconomics · 08 Mar 2023
Monthly house view | March 2023
Macroeconomics · 07 Mar 2023
China: modest economic targets and prudent policy support
Macroeconomics · 06 Mar 2023
Weekly house view | Inflation: up like a rocket, down like a feather
Macroeconomics · 27 Feb 2023
Weekly house view | No landing for now
Macroeconomics · 20 Feb 2023
Weekly house view | Geopolitical recession
Macroeconomics · 13 Feb 2023
Weekly house view | Search wars
Macroeconomics · 06 Feb 2023
Weekly view - A hazy picture
Macroeconomics · 06 Feb 2023
House View, February 2023
Macroeconomics · 06 Feb 2023
César Pérez Ruiz shares his top 3 investment themes
Macroeconomics · 30 Jan 2023
Weekly view - Central banks back in focus
Macroeconomics · 26 Jan 2023
Chinks of light for M&A
Macroeconomics · 23 Jan 2023
Weekly View - Debt Ceiling Reached
Macroeconomics · 16 Jan 2023
Weekly View - Trust but verify
Macroeconomics · 09 Jan 2023
Weekly View - New year, new hopes
Macroeconomics · 06 Jan 2023
House View, January 2023
Macroeconomics · 22 Dec 2022
Our 2023 outlook for the euro area economy
Macroeconomics · 19 Dec 2022
Our 2023 outlook for the UK and for gilts
Macroeconomics · 19 Dec 2022
Weekly View - A hawkish Christmas
Macroeconomics · 12 Dec 2022
Weekly View - Super Thursday
Macroeconomics · 12 Dec 2022
Our 2023 forecast for Japan
Macroeconomics · 09 Dec 2022
Our 2023 outlook for Switzerland
Macroeconomics · 09 Dec 2022
Central banks’ hawkish downshift
Macroeconomics · 08 Dec 2022
Our 2023 asset class outlook
Macroeconomics · 06 Dec 2022
Europe faces a rare test of its energy resilience
Macroeconomics · 06 Dec 2022
Our 2023 forecast for the Chinese economy
Macroeconomics · 05 Dec 2022
Weekly View - Powell ready to slow
Macroeconomics · 05 Dec 2022
Do central banks’ losses matter?
Macroeconomics · 01 Dec 2022
Our 2023 forecast for the US economy
Macroeconomics · 01 Dec 2022
House View, December 2022
Macroeconomics · 29 Nov 2022
Our global macro outlook for 2023
Macroeconomics · 28 Nov 2022
Weekly View - Little room for small hikes
Macroeconomics · 21 Nov 2022
Weekly View - Happy Thanksgiving
Macroeconomics · 14 Nov 2022
Weekly View - No red wave
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
What Lula’s election means for Brazilian assets
Macroeconomics · 07 Nov 2022
House View, November 2022
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
June jobs report enables Fed to stay aggressive
Macroeconomics · 11 Jul 2022
Weekly View – Deal is off
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
Don’t write off the European Central Bank
Macroeconomics · 20 Jun 2022
Weekly View - BoJ: Last man standing
Macroeconomics · 17 Jun 2022
Updated scenarios for central banks, inflation and oil prices
Macroeconomics · 13 Jun 2022
Sharp contraction in tax receipts hampers Chinese fiscal stimulus
Macroeconomics · 13 Jun 2022
Weekly View - Peak? What peak?
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
US - A hike around mount recession
Macroeconomics · 16 May 2022
Weekly View - NATO +2
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
Weekly View - Biden opens the taps
Macroeconomics · 04 Apr 2022
Latest job report sets stage for 50bp Fed rate hike in May
Macroeconomics · 01 Apr 2022
How the Russia-Ukraine crisis changes the outlook for emerging market investors
Macroeconomics · 28 Mar 2022
Weekly View - The Fed ups the pace
Macroeconomics · 21 Mar 2022
Weekly View - Lift off!
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