Market insights

Macroeconomics

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

Weekly house view | The Fed put is back on

Weekly house view | Waiting for Powell

Weekly house view | Trump, Putin finally meet

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Markets

Market insights

Macroeconomics

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