By Charu Chanana, Head of FX Strategy at Saxo Charu Chanana Fed easing expectations are well-priced in by the markets, but US elections are still nine months away to worry about. However, risks of a Trump presidency could start to be consi...

The USD erased its gains since mid-July in late 2023 on speculations that the US Fed might pivot to policy easing in 2024. With State Street Global Advisor’s forecasts for below-trend global growth in 2024, recent market trends seem at risk of r...

Betting against the US economy was a mistake, while hopes for China's revival proved overly optimistic. Chief strategist Luca Paolini runs the rule over a tumultuous year. Luca Paolini, Chief Strategist Pictet Asset Management. 1. Growt...

Story of the month The 2023 equity year was characterized by a surprisingly strong upwards movement. however, the boom was not driven equally by all sectors. Highly capitalized stocks from the technology sector in particular pushed up the index...

A new study from Juniper Networks Research, the foremost experts in payments markets, has found spend on GenAI by banks will reach $85 billion in 2030, from $6 billion globally in 2024. It predicts leading banks will adopt generative AI services...

By AXA IM's Eurozone Economists François Cabeau and Hugo Le Damany. - We expect this week's ECB Governing Council meeting to be decision-free, uneventful. Though, the ECB is likely to "officially" push back against early rate cuts currently ...