A global economic expansion appears to continue, but there is weakness beneath the worldwide..

Macro Strategies, Sovereign Research, Market Outlook

The US economy has continued to grow at an exceptional level. The wealth effect on consumer..

Macro Strategies, Sovereign Research, Market Outlook

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