The Fed delivered on hints that it would raise rates by 75bp, reiterating a commitment to bring down inflation. We see increased risks of a hard landing and remain cautious on equities and credit. At yesterday’s Federal Open Market Committee me...

Prof. Dr. Jan Viebig, Global Co-CIO ODDO BHF Asset Management "Brace yourselves for an economic hurricane," warns Jamie Dimon, CEO of JP Morgan. Whether it will be a storm or a full-blown hurricane with severe devastation is, of course, not a f...

Dong Chen and Ling Chen, Pictet Wealth Management. Despite the severe deceleration in growth momentum in China, there are heightened hopes of additional fiscal stimulus to boost GDP growth towards the official target of 5.5% for this year. Howe...

Bruno Cavalier, Chief Economist ODDO BHF Asset Management “Do we want to have peace or the air conditioning on [this summer]?” This was how the Italian Prime Minister recently summed up the dilemma facing Europeans in their response to Russ...

Dave Chappell, Fixed Income Senior Portfolio Manager, Columbia Threadneedle Investments. Fed officials had successfully guided markets to price a 50bp rate hike at the forthcoming FOMC meeting, ahead of the communication blackout period. How...

Marc-Antoine Collard, Chief Economist & Head of Research Rothschild & Co AM Disappointing H1 2022 results Global GDP hit a soft patch in Q1 2022 – especially in France, Japan and the US – and is decelerating sharply this quarter, he...