瑞士百達集團
Macroeconomics Insights
首席投資官觀點：不可持續的財政路徑
首席投資官觀點：聯儲局在通脹高企形勢下暫停加息
首席投資官觀點：巴以新一輪衝突爆發
2023年《銀行觀點》10月刊
首席投資官觀點：歐洲贏了
首席投資官觀點：連點成線
首席投資官觀點：預計聯儲局加息將迎來「鷹派暫停」
首席投資官觀點：底特律即將上演大罷工？
首席投資官觀點：經濟再迎「金髮女孩」情景？
2023年《銀行觀點》9月刊
首席投資官觀點：決不妥協
首席投資官觀點：聚焦鮑威爾講話
首席投資官觀點：意大利銀行稅，是是與非非
首席投資官觀點：AA+評級
2023年《銀行觀點》8月刊
日本經濟是否終於迎來拐點？
首席投資官觀點：經濟衰退時間點或再度推遲
首席投資官觀點：雖敗猶勝
首席投資官觀點：業績指引受到關注
首席投資官觀點：勞動力市場迎來熾熱的夏季
2023年《銀行觀點》7月刊
首席投資官觀點：祝賀美國獨立日
The end of globalisation?
首席投資官觀點：政變，甚麼政變？
首席投資官觀點：鮑威爾妥協
首席投資官觀點：央行應暫停加息還是繼續加息？
China Q1 GDP surprises on the upside
Monthly house view | April 2023
Weekly house view | 歐美銀行動盪，投資者如何應對？
2023 Global Macro Outlook: scenario update
Weekly house view | 投資主管兼首席投資官
Weekly house view | 通脹：上升如火箭般快速，下跌如羽毛般緩慢
Weekly house view | 暫時沒有著陸
Weekly house view | 地緣政治衰退
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
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
Raising our 2021 inflation expectations for the euro area