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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

César Pérez Ruiz shares his top 3 investment themes of the month

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

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!

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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