Macroeconomics

Macroeconomics Insights

Understand the complex interplay between macroeconomic factors and financial markets. Stay up to date with the latest macroeconomic insights. Our insights train an expert lens on the intricate workings of the global economy.

Macroeconomics · 24 Oct 2024
An economy in transition
Macroeconomics · 21 Oct 2024
Conflicts, elections, corrections: navigating the noise in financial markets
Macroeconomics · 19 Aug 2024
A ‘new normal’ for large economies
Macroeconomics · 19 Aug 2024
The economic costs of a shifting geopolitical landscape
Macroeconomics · 19 Aug 2024
Gearing up for change
Macroeconomics · 08 Aug 2024
Global Equities - Taking stock after the shock
Macroeconomics · 08 Aug 2024
How efficient is monetary policy transmission in the UK?
Macroeconomics · 07 Aug 2024
Monthly house view | August 2024
Macroeconomics · 05 Aug 2024
Macro update: growth scare vs. recession risks
Macroeconomics · 05 Aug 2024
Weekly house view | The Good, the Bad and the Ugly
Macroeconomics · 29 Jul 2024
Weekly house view | “R” for rotation
Macroeconomics · 22 Jul 2024
Weekly house view | Out of the race
Macroeconomics · 18 Jul 2024
What if US imposes a 60% tariff on Chinese imports?
Macroeconomics · 18 Jul 2024
The BOJ’s path to normalising monetary policy
Macroeconomics · 17 Jul 2024
Precious Metals: Gold
Macroeconomics · 15 Jul 2024
The impact of US elections on asset classes
Macroeconomics · 15 Jul 2024
2024 US Election | High-stake agendas
Macroeconomics · 15 Jul 2024
Weekly house view | US rate cut in sight
Macroeconomics · 10 Jul 2024
Switzerland Update
Macroeconomics · 09 Jul 2024
Monthly house view | July 2024
Macroeconomics · 09 Jul 2024
France: Q&A on the way forward
Macroeconomics · 08 Jul 2024
Weekly house view | Fragile France
Macroeconomics · 02 Jul 2024
Barometer: Scaling back IT but still positive on stocks
Macroeconomics · 01 Jul 2024
Weekly house view | Down but not out
Macroeconomics · 01 Jul 2024
UK elections: “securonomics” vs. “bold action ”
Macroeconomics · 01 Jul 2024
France: political uncertainty and fiscal risks
Macroeconomics · 25 Jun 2024
Secular outlook 2024
Macroeconomics · 24 Jun 2024
Weekly house view | US presidency debate: first round
Macroeconomics · 19 Jun 2024
Data centres: embracing the impact of AI
Macroeconomics · 17 Jun 2024
Weekly house view | Macron’s gamble
Macroeconomics · 11 Jun 2024
European real estate: from headwinds to tailwind
Macroeconomics · 10 Jun 2024
Weekly house view | Europe turns right
Macroeconomics · 10 Jun 2024
France: high-stakes election
Macroeconomics · 05 Jun 2024
Monthly house view | June 2024
Macroeconomics · 05 Jun 2024
Spread widening in credit could raise cash’s appeal
Macroeconomics · 05 Jun 2024
A shift in the pace, not in the path
Macroeconomics · 04 Jun 2024
Barometer: Staying overweight equities as world economy avoids slowdown
Macroeconomics · 04 Jun 2024
Biodiversity bonds: the new frontier in fixed income markets
Macroeconomics · 03 Jun 2024
No more excuses — central bankers need to get back ahead of the curve
Macroeconomics · 03 Jun 2024
Weekly house view | Back to T+1 (after a century!)
Macroeconomics · 29 May 2024
US rate cuts delayed, not derailed
Macroeconomics · 27 May 2024
Weekly house view | UK elections on 4 July
Macroeconomics · 23 May 2024
Euro area wages: the final check
Macroeconomics · 21 May 2024
Weekly house view | Roaring Kitty is back
Macroeconomics · 17 May 2024
Barometer: Stars align for European equities
Macroeconomics · 17 May 2024
The risk of staying risk-free
Macroeconomics · 13 May 2024
Weekly house view | Europe makes its move
Macroeconomics · 06 May 2024
In conversation with Nader Mousavizadeh
Macroeconomics · 06 May 2024
Weekly house view | Delayed but not derailed
Macroeconomics · 06 May 2024
Monthly house view | May 2024
Macroeconomics · 30 Apr 2024
Weekly house view | M&A pick up
Macroeconomics · 29 Apr 2024
Global Mobility and Switzerland: A Wealth Planning Perspective
Macroeconomics · 26 Apr 2024
UK: paving the way for BoE easing
Macroeconomics · 25 Apr 2024
The taxman cometh
Macroeconomics · 24 Apr 2024
The fiscal equation gets tougher for France
Macroeconomics · 24 Apr 2024
Direct private investments: unlocking potential in Europe
Macroeconomics · 24 Apr 2024
The case for private debt in a widening funding gap
Macroeconomics · 23 Apr 2024
Weekly house view | The pivot from the pivot
Macroeconomics · 15 Apr 2024
Are the good times over for the Yale endowment model?
Macroeconomics · 15 Apr 2024
Iranian attack builds momentum for conflict expansion
Macroeconomics · 15 Apr 2024
Weekly house view | Ironclad at work
Macroeconomics · 12 Apr 2024
Later and Fewer
Macroeconomics · 12 Apr 2024
Gold rush
Macroeconomics · 08 Apr 2024
Weekly house view | Payroll eclipse
Macroeconomics · 05 Apr 2024
Monthly house view | April 2024
Macroeconomics · 04 Apr 2024
Barometer: A spring in the market's step
Macroeconomics · 04 Apr 2024
Investing and managing with a long view
Macroeconomics · 03 Apr 2024
Private assets – the opportunity to uncover gems in an uncertain world
Macroeconomics · 02 Apr 2024
Weekly house view | Points to ponder for the Fed
Macroeconomics · 25 Mar 2024
Weekly house view | The fed wants to cut
Macroeconomics · 22 Mar 2024
Has the easing cycle started?
Macroeconomics · 21 Mar 2024
The Bank of Japan’s quiet revolution
Macroeconomics · 18 Mar 2024
Weekly house view | RIP NIRP
Macroeconomics · 12 Mar 2024
Weekly house view | Increased confidence
Macroeconomics · 07 Mar 2024
Barometer: Tech's profit growth should continue to propel stocks
Macroeconomics · 07 Mar 2024
Monthly house view | March 2024
Macroeconomics · 04 Mar 2024
Weekly house view | Getting closer
Macroeconomics · 27 Feb 2024
Weekly house view | Making history
Macroeconomics · 23 Feb 2024
Barometer: A tactical opportunity emerges in equities
Macroeconomics · 23 Feb 2024
Barometer: Markets getting carried away
Macroeconomics · 23 Feb 2024
Swiss economy and government bonds: 2024 outlook
Macroeconomics · 23 Feb 2024
Precious metals: 2024 outlook
Macroeconomics · 23 Feb 2024
Core government bonds: 2024 outlook
Macroeconomics · 23 Feb 2024
China: big shoes to fill
Macroeconomics · 23 Feb 2024
Bank of Japan, Japanese government bonds and yen
Macroeconomics · 23 Feb 2024
Asia to stay on top as supply chains diversify
Macroeconomics · 23 Feb 2024
Weekly house view | Discretionary recession
Macroeconomics · 23 Feb 2024
Weekly house view | Debt ceiling: test
Macroeconomics · 23 Feb 2024
Weekly house view | Long live King Charles III
Macroeconomics · 23 Feb 2024
Europe faces a rare test of its energy resilience
Macroeconomics · 23 Feb 2024
Our 2023 forecast for the Chinese economy
Macroeconomics · 20 Feb 2024
Weekly house view | Bumpy ride towards 2% inflation
Macroeconomics · 14 Feb 2024
Taking on more duration
Macroeconomics · 14 Feb 2024
Monthly house view | February 2024
Macroeconomics · 12 Feb 2024
How do US elections impact monetary policy?
Macroeconomics · 12 Feb 2024
Weekly house view | S&P500
Macroeconomics · 05 Feb 2024
Weekly house view | More confidence needed
Macroeconomics · 31 Jan 2024
Waning central bank support for the Swiss franc
Macroeconomics · 31 Jan 2024
Perspectives 2024
Macroeconomics · 29 Jan 2024
Weekly house view | Enchanted economy
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