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Macroeconomics

Ten-year return forecasts for equities, bonds, currencies and alternatives

A new world (dis)order

Weekly house view | German reform package agreed

Monthly house view | July 2026

Barometer: Equity rally to roll on as stagflation risks recede

Weekly house view | Happy 250th Anniversary

Weekly house view | Regime change at the Fed

Weekly house view | A deal… to sign a deal

Barometer: In earnings we trust

Under new management: what bond investors should know about a Warsh-led Fed

Barometer: Prospects for US, emerging market stocks remain strong

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Macroeconomics

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