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Global Macro Research Hub
Aktuelle Ansichten
Le Déluge - The French political trajectory
10. Dezember 2024
We provide an update on recent political events in France.
UK fiscal update
10. Dezember 2024
We review the UK budget and the implications for growth, inflation and the Bank of England.
Global Macro Research: Japan: A window for optimism
11. November 2024
A window for optimism has now opened in Japan, and the Bank of Japan has started to tighten policy for the first time since 2007.
Weitere Inhalte
Global Macro Research: US labor market is finely balanced
25. Oktober 2024
The US labour market has proved remarkably resilient in this cycle, but the demand and supply of labour appears finely balanced and at risk of tipping into recessionary conditions.
Tariffs and Trade Wars – Implications of a Second Trump Presidency
14. August 2024
We explore how a more restrictive trade regime under a second Trump presidency could affect the US, its trading partners and the US dollar.
Global Macro Research: Asset allocation in focus
02. August 2024
We outline the asset allocation framework that lies at the heart of our multi-asset investment process.
The resurgence of Southern Europe
30. Mai 2024
We believe the economic outperformance of Southern European countries relative to countries such as Germany should continue for some years to come.
Gauging Labour’s economic policy
23. Mai 2024
We examine the potential economic policy of an incoming Labour government and the challenges that would face whichever party wins.
