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Global Macro Research Hub
Aktuelle Ansichten
Global Macro Research: A New World Order
10. April 2025
The multilateral order is unravelling, with Pax Americana no longer able to sustain itself. This seismic shift carries significant ramifications for investors, fundamentally altering the investment landscape in which they operate.
Global Macro Research: Global trade in chains part 1
08. April 2025
The first in a series of articles sharing our thoughts on the unfolding global trade war.
Global Macro Research: Germany – is there any hope for the sick man of Europe?
23. Januar 2025
We consider why the German economy has struggled since the pandemic, and why the February 2025 election presents an opportunity for change.
Weitere Inhalte
Global Macro Research: Japan: vorsichtiger Optimismus
13. Januar 2025
Die japanische Wirtschaft hat eine Achterbahnfahrt hinter sich.
Migration und Klimawandel: Migration im Kontext von Umwelt- und Klimawandel
09. Januar 2025
Dieser Artikel widmet sich dem Thema „Klimaflüchtlinge“ und Gareth Colesmith anaylsiert, wie sich der Klimawandel auf die globale Migration auswirken könnte.
Global Macro Research: Le Déluge - The French political trajectory
10. Dezember 2024
We provide an update on recent political events in France.
Global Macro Research: 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.
