Talking Heads – Short maturity...
With official interest rates in the eurozone having begun their descent and the economy bottoming out, selected segments of the…
11/06/24
Europe
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Podcast
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Article
Weekly Market Update – US...
Will the latest US tariffs on Chinese solar panel and electric vehicle (EV) imports – and the possibility of further…
10/06/24
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Podcast
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
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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…
30/05/24
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Graph
Why we don’t expect the...
Stubbornly high inflation and resilient growth in the US have raised market expectations that the Federal Reserve will begin cutting…
14/05/24