Here's a list of the major risks we see to the global outlook and how they'd likely play out across the world economy and ...
The list of investment needs in most economies is long and growing; think about reindustrialisation, AI, renewing ...
The BoJ marked a significant shift in its monetary policy in 2024. It ended its negative interest rate policy in March and ...
Global dollar movements will dominate overall flows but KRW is likely to be hit harder than other Asian currencies due to its ...
The eurozone labour market is tighter than the sluggish economic environment would suggest. With labour markets already under ...
From the US side of the equation, the FX market is leaning towards the view that President-elect Donald Trump will hit the ...
Three calls for European households: C’mon and spend! European consumers have been frugal, saving a high share of their ...
Despite decent economic growth and slower-than-expected progress on inflation, the cooling jobs market remains a key focus.
Even though employment growth might be taking a breather, we don’t foresee an inversion in the trend. A gradual increase in ...
Many market participants have speculated that China will intentionally depreciate the yuan to offset US tariffs. There have ...
The global rate-cutting cycle might still be in its early stages, but progress in Central and Eastern Europe has moved much ...
By focusing on intra-EU trade, Europe significantly reduces its reliance on external sources and long-haul imports, ...