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宏观经济
What Lula’s election means for Brazilian assets
House View, November 2022
Weekly View - Trick or treat!
ECB preview: higher rates, tighter liquidity
The US tightens its grip on semiconductors
Weekly View - To pivot…or not?
House View, October 2022
Weekly View - Dodging the bullets
César Pérez Ruiz shares his top 3 investment themes of the month
UK: Mini budget, maxi risks
Weekly View - Interest rate blues
Weekly View – Goodbye and Thank You, Roger
Central bank pivots delayed, but still coming
Weekly View – End of an era
House View, September 2022
Weekly View – Perestroika leader dies
Weekly View - Keeping at it
Weekly View - Jackson Hole Time
Weekly View, 15 August 2022
Weekly View, 08 August 2022
Weekly View - To pivot or not to pivot
Weekly View - Back to zero
From inflation to growth concerns: A view of Asian markets
US macro update: Housing market sees a sharp reversal of fortune
Weekly View – Draghi tries to quit
Weekly View – Deal is off
June jobs report enables Fed to stay aggressive
Weekly View - 25 years on
Stoic Switzerland
Recession looks inevitable, but not imminent
Weekly View - Energy Alert
Insights from Nobel laureate and best-selling author, economist Joseph Stiglitz
Positive on the Swiss franc
Weekly View - BoJ: Last man standing
Don’t write off the European Central Bank
Updated scenarios for central banks, inflation and oil prices
Sharp contraction in tax receipts hampers Chinese fiscal stimulus
Weekly View - Peak? What peak?
Weekly View - “Hurricane coming”
Weekly View - Long Live The Queen
Revising down our forecast for Chinese growth
Weekly View - Target hit
US - A hike around mount recession
Weekly View - NATO +2
Euro periphery bond update
Weekly View - Unsettled
Fed looks vaguely into the future
House View, May 2022
Weekly View - Mayday Mayday
Weekly View - Netflop
Weekly View - Tightening times
Bumpy road ahead for US Treasuries
Latest job report sets stage for 50bp Fed rate hike in May
Weekly View - Biden opens the taps
How the Russia-Ukraine crisis changes the outlook for emerging market investors
Weekly View - The Fed ups the pace
Weekly View - Lift off!
How the war in Ukraine is reverberating in Asia
Default risk hangs over Russian bonds
Euro area faces risk of stagflation
Our 2022 macroeconomic scenario for the US
The future of the ECB’s quantitative easing
Revising up our forecasts for euro area growth and inflation
Q&A on the regulatory risks hanging over Chinese tech stocks
Raising our 2021 inflation expectations for the euro area
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