Macroeconomics

Macroeconomics Insights

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
Monthly house view | February 2024
Macroeconomics · 14 Feb 2024
Taking on more duration
Macroeconomics · 12 Feb 2024
Barometer: A tactical opportunity emerges in equities
Macroeconomics · 12 Feb 2024
Weekly house view | S&P500
Macroeconomics · 12 Feb 2024
How do US elections impact monetary policy?
Macroeconomics · 05 Feb 2024
Weekly house view | More confidence needed
Macroeconomics · 31 Jan 2024
Perspectives 2024
Macroeconomics · 31 Jan 2024
Waning central bank support for the Swiss franc
Macroeconomics · 29 Jan 2024
Weekly house view | Enchanted economy
Macroeconomics · 22 Jan 2024
Weekly house view | Markets wait for earnings guidance
Macroeconomics · 09 Jan 2024
Monthly house view | January 2024
Macroeconomics · 08 Jan 2024
Weekly house view | Welcome to 2024: The great election year
Macroeconomics · 04 Jan 2024
Barometer: Markets getting carried away
Macroeconomics · 21 Dec 2023
UK economy and bonds: 2024 outlook
Macroeconomics · 19 Dec 2023
Italian and Spanish sovereign bonds : 2024 outlook
Macroeconomics · 19 Dec 2023
Developed-market equities: 2024 outlook
Macroeconomics · 18 Dec 2023
Weekly house view | Rates higher for longer... but not forever
Macroeconomics · 15 Dec 2023
The Fed pivots, its peers hold back
Macroeconomics · 13 Dec 2023
Equity volatility: 2024 outlook
Macroeconomics · 12 Dec 2023
Emerging-market currencies: 2024 outlook
Macroeconomics · 11 Dec 2023
Weekly house view | Shake it off
Macroeconomics · 11 Dec 2023
Oil market: 2024 outlook
Macroeconomics · 07 Dec 2023
China: 2024 outlook
Macroeconomics · 07 Dec 2023
Swiss franc: 2024 outlook
Macroeconomics · 06 Dec 2023
Euro area: 2024 outlook
Macroeconomics · 06 Dec 2023
Japan and Japanese bonds: 2024 outlook
Macroeconomics · 04 Dec 2023
Monthly house view | December 2023
Macroeconomics · 04 Dec 2023
Weekly house view | Titans pass
Macroeconomics · 04 Dec 2023
US economy: 2024 outlook
Macroeconomics · 01 Dec 2023
Corporate bonds: 2024 Outlook
Macroeconomics · 01 Dec 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 · 07 Nov 2023
In the balance: Gillian Tett on geopolitics and globalisation
Macroeconomics · 06 Nov 2023
Monthly house view | November 2023
Macroeconomics · 06 Nov 2023
Weekly house view | Powell's soft pivot
Macroeconomics · 03 Nov 2023
Uncertainties feed into higher Treasury yields
Macroeconomics · 30 Oct 2023
Weekly house view | Happy Halloween
Macroeconomics · 23 Oct 2023
Weekly house view | Unsustainable fiscal path
Macroeconomics · 17 Oct 2023
Weekly house view | Fed done despite inflation running hot
Macroeconomics · 09 Oct 2023
Weekly house view | Israel under attack
Macroeconomics · 09 Oct 2023
Higher oil hurts
Macroeconomics · 06 Oct 2023
Monthly house view | October 2023
Macroeconomics · 03 Oct 2023
China: big shoes to fill
Macroeconomics · 02 Oct 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
China’s economy could stabilise
Macroeconomics · 11 Sep 2023
Weekly house view | Detroit on strike ?
Macroeconomics · 06 Sep 2023
Positive on local-currency EM bonds
Macroeconomics · 05 Sep 2023
China: no systemic financial risk, but lower long-term growth
Macroeconomics · 04 Sep 2023
Monthly house view | September 2023
Macroeconomics · 04 Sep 2023
Weekly house view | Goldilocks again ?
Macroeconomics · 31 Aug 2023
US macro update
Macroeconomics · 28 Aug 2023
Weekly house view | Never surrender
Macroeconomics · 21 Aug 2023
Weekly house view | Waiting for Jay
Macroeconomics · 14 Aug 2023
Weekly house view | Italian bank taxes, yes and no
Macroeconomics · 11 Aug 2023
Becoming more upbeat about the euro periphery
Macroeconomics · 07 Aug 2023
Weekly house view | No one is infallible
Macroeconomics · 03 Aug 2023
What's wrong with China's post-covid recovery and how to deal with it?
Macroeconomics · 02 Aug 2023
Monthly house view | August 2023
Macroeconomics · 02 Aug 2023
US Q2 GDP: Goods news on growth and even better news on inflation
Macroeconomics · 02 Aug 2023
Is Japan finally at an inflection point?
Macroeconomics · 31 Jul 2023
Weekly house view | Delayed again
Macroeconomics · 24 Jul 2023
Weekly house view | The loser has won
Macroeconomics · 20 Jul 2023
Major economies face sluggish long-term growth
Macroeconomics · 20 Jul 2023
Demographic transition on a global scale
Macroeconomics · 18 Jul 2023
Weekly house view | Seeking guidance
Macroeconomics · 17 Jul 2023
Alexander Stubb on how the west can shape a new world order for the 21st century
Macroeconomics · 11 Jul 2023
Italy’s Belt and Road conundrum
Macroeconomics · 10 Jul 2023
High-yield bonds: resilient for how long?
Macroeconomics · 10 Jul 2023
Weekly house view | The hot labour summer
Macroeconomics · 07 Jul 2023
Beyond abundance ?
Macroeconomics · 06 Jul 2023
(Slightly) higher for longer
Macroeconomics · 05 Jul 2023
The Swiss outperformer
Macroeconomics · 05 Jul 2023
Monthly house view | July 2023
Macroeconomics · 05 Jul 2023
Two-speed economies in the US and Europe
Macroeconomics · 03 Jul 2023
Weekly house view | Happy 4th of July
Macroeconomics · 26 Jun 2023
The end of globalisation?
Macroeconomics · 26 Jun 2023
Weekly house view | Coup, what coup?
Macroeconomics · 21 Jun 2023
Secular outlook 2023
Macroeconomics · 19 Jun 2023
Weekly house view | Powell compromises
Macroeconomics · 15 Jun 2023
Asia to stay on top as supply chains diversify
Macroeconomics · 12 Jun 2023
Weekly house view | Fed in Focus
Macroeconomics · 09 Jun 2023
A changed landscape
Macroeconomics · 05 Jun 2023
Weekly house view | Refocusing on fundamentals
Macroeconomics · 02 Jun 2023
Monthly house view | June 2023
Macroeconomics · 01 Jun 2023
The ECB at 25: tried, tested and ready for whatever comes next
Macroeconomics · 01 Jun 2023
UK macro and bonds update
Macroeconomics · 30 May 2023
Weekly house view | Whatever it cakes
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