Talking Heads – Springtime for...
As global growth improves, the outlook for the eurozone with its relatively high exposure to international demand is brightening, Mario…
04/06/24
Front of mind
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Podcast
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Article
Weekly Market Update – Too...
Most recent data has pointed to steady or improving growth, but therefore steady or deteriorating inflation. This has been a…
03/06/24
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Video
Webcast – Unpacking recent global...
In this second webcast in our Global Macro Views series, economists from our Macro Research & Investment Strategy team give…
31/05/24
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Graph
Graph of the Week –...
On a historical basis, our fixed income team sees a level of US real yields at or close to the…
27/05/24
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Article
Weekly Market Update – US...
The latest data for US inflation showed only a small decline. It was, however, enough to allay the concerns raised…
22/05/24
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Article
Is China’s Politburo finally putting...
Market sentiment on China has improved now that the Politburo has signalled further stimulus and reiterated its focus on structural…
16/05/24