Market insights

Macroeconomics

Weekly house view | Trump China tariff threat 2.0

Horizon 2025 | US fiscal situation: hardly sustainable

Weekly house view | Japan heading for first female PM

Barometer: Moving overweight equities as economy remains resilient

Weekly house view | US government shutdown looms

Weekly house view | Don’t fight the fed

Monthly house view | September 2025

Weekly house view | Fed: time to cut

Horizon 2025 | Turning inward

Weekly house view | Ishiba out, Bayrou next?

Barometer: Emerging markets more attractive than expensive US

Weekly house view | Tariffs hiccup

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Markets

Market insights

Macroeconomics

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