瑞士百达集团
宏观经济
CIO观点:美国“坚定不移”支持以色列
CIO观点:美国就业数据引发市场疑虑
资管风向标:“春意盎然”的股市
2024年《银行观点》4 月刊
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
2024年股市波动率展望
CIO观点:通通甩掉
2024年石油市场展望
2023年《银行观点》12月刊
CIO观点:巨星陨落
2024年贵金属展望
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