Indian equity outlook remains upbeat...
Market volatility seesawed as it became clear that the ruling BJP party won the Indian elections but lost its outright…
07/06/24
Front of mind
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Article
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Article
Geopolitical risk in a multipolar...
Gold is up by more than 30% since the low it made on 5 October 2023 and up by 17%…
05/06/24
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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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Article
Weekly Market Update – Once...
The unexpected rebound in US purchasing managers’ indices (PMI) in May added further to the long-standing haze over the likely…
28/05/24