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 has continued, and a shift to easier monetary policy appears to be underway...

Fixed Income, 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

Markets appear to be priced for a soft landing in the United States, but plenty of economic and..

Fixed Income, Market Outlook