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French government collapses, what’s next?

Conflicts, elections, corrections: navigating the noise in financial markets

Weekly house view | Pentagon Leaks

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Rougher seas ahead

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

Weekly View - Interest rate blues

UK: Mini budget, maxi risks

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

From inflation to growth concerns: A view of Asian markets

Weekly View - Back to zero

US macro update: Housing market sees a sharp reversal of fortune

Weekly View – Draghi tries to quit

June jobs report enables Fed to stay aggressive

Weekly View – Deal is off

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

Don’t write off the European Central Bank

Weekly View - BoJ: Last man standing

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

Weekly View - Biden opens the taps

Latest job report sets stage for 50bp Fed rate hike in May

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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