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
Macroeconomics
-
Podcast
-
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
-
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
-
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
-
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
-
White paper
Monthly Market Viewpoint – Delayed...
After recent higher-than-expected US inflation, we see core inflation cooling only in 2025 and expect policy rate cuts to begin…
08/05/24