Our graph of the week shows that financial markets continue to price a much higher ECB policy rate a year...

A remarkably rapid tightening of monetary policy by leading central banks has been the dominant theme for financial markets in...

Just as the US passed the USD 430 billion Inflation Reduction Act to tackle climate change among other major issues1,...

While recent monetary policy tightening in the US to counteract high inflation will likely take some heat out of the...

Billions of dollars are set to be allocated to bolstering US infrastructure under the Inflation Reduction Act, a belated but...

Financial conditions are tightening, with the ECB raising its policy rates for the first time since 2011. We expect the...

Two words have battled for supremacy in investors’ minds over the course of the year: ‘Recession’ and ‘inflation’. The higher...

Several factors will likely keep US house prices on an upward trajectory this year. Still low mortgage rates as well...

May ended on a positive note for equities as they regained their end-April level (MSCI ACWI), but June has seen...

The high-tech sector has seen a dramatic correction and high market volatility in recent months. We believe it is now...

The high-tech sector has seen a dramatic correction and high market volatility in recent months. We believe it is now...