The United States has finally gone to the polls, and Donald Trump has been declared the winner of..

Macro Strategies, Election

At this point in the third quarter of 2024, the global economy continues to expand; however, the..

Macro Strategies, Sovereign Research, Market Outlook

Feeling a little queasy after this week’s volatility? You’re not alone. On Monday, 5 August, equity..

Macro Strategies, Market Outlook

The disinflation trend appears intact in the US and in the euro area. While economic growth in..

Macro Strategies, Sovereign Research, Market Outlook

US rates grinded higher at the beginning of 2024 as the economy continued to prove resilient. S..

Macro Strategies, Sovereign Research, Market Outlook, Infographic

We are past peak inflation in major economies like the US and Europe, but questions remain..

Macro Strategies, Sovereign Research, Market Outlook, Infographic