Our latest macroeconomic insights Global Economics Update The implications of the US court ruling on tariffs In this Update, we answer several key questions about how the US Court of International Trade tariff ruling might affect the US and other economies. The outlook may now rest on the decision of the... 29th May 2025 · 7 mins read Europe Economics Focus Fiscal stimulus won’t fix Germany’s economy Germany’s historic shift to looser fiscal policy will give the economy a boost over the next couple of years, but we think growth will then slow, deindustrialisation will continue, and real income... 23rd May 2025 · 16 mins read Bonds & Equities Three key questions on the outlook for Europe’s financial markets European markets have had a strong start to the year, and we are cautiously optimistic about the outlook over the next couple of years. We think European equities have turned a corner, while euro-zone... 15th May 2025 · 5 mins read Asset Allocation Update US dollar & equities may not always dance to the same tune On balance we suspect the US dollar will be positively correlated with the performance of the US stock market (i.e. it will have a “positive beta”) over the next year or so. But we don’t think that... 15th May 2025 · 6 mins read Pagination Previous … Page 20 Page 21 Page 22 Page 23 Current page 24 Page 25 Page 26 Page 27 Page 28 … Next
Global Economics Update The implications of the US court ruling on tariffs In this Update, we answer several key questions about how the US Court of International Trade tariff ruling might affect the US and other economies. The outlook may now rest on the decision of the... 29th May 2025 · 7 mins read
Europe Economics Focus Fiscal stimulus won’t fix Germany’s economy Germany’s historic shift to looser fiscal policy will give the economy a boost over the next couple of years, but we think growth will then slow, deindustrialisation will continue, and real income... 23rd May 2025 · 16 mins read
Bonds & Equities Three key questions on the outlook for Europe’s financial markets European markets have had a strong start to the year, and we are cautiously optimistic about the outlook over the next couple of years. We think European equities have turned a corner, while euro-zone... 15th May 2025 · 5 mins read
Asset Allocation Update US dollar & equities may not always dance to the same tune On balance we suspect the US dollar will be positively correlated with the performance of the US stock market (i.e. it will have a “positive beta”) over the next year or so. But we don’t think that... 15th May 2025 · 6 mins read
