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

Macro Strategies, Sovereign Research, Market Outlook

China's domestic economic landscape has significantly changed since the initial US-China trade war..

Macro Strategies, Sovereign Research, Emerging Markets, Trade

We are in the home stretch of what has been a record year for global elections, with roughly half..

Macro Strategies, Sovereign Research, Geopolitics

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

Macro Strategies, Sovereign Research, Market Outlook

The UK heads to the polls on 4 July, with predictions pointing to a sweeping Labour victory. This..

Macro Strategies, Sovereign Research, Central Banks, Election

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

Macro Strategies, Sovereign Research, Market Outlook