Macro: Articles
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Fidelity: ECB zet deur open voor verdere renteverhoging
10 Sep 2026
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Crédit Mutuel Asset Management: Humanoid robots: simple innovation or a paradigm shift?10 Sep 2026
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Crédit Mutuel Asset Management: The Fed keeps rates on hold27 Jul 2026
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ECB on hold, remaining data-dependent20 Jul 2026
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Crédit Mutuel Asset Management: US tariffs: set for a comeback this summer?17 Jul 2026
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Crédit Mutuel Asset Management: The decline in oil prices: the next upward catalyst for markets?10 Jul 2026
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ODDO BHF AM: Riding the Tech Wave27 Jun 2026
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Regime change at the Fed27 Jun 2026
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Markets focus more on UK’s problems than who’s in No 1024 Jun 2026
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Inflation risk is re-emerging17 Jun 2026
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Crédit Mutuel Asset Management: All eyes on Kevin Warsh16 Jun 2026
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Brief reaction from asset manager MFS to the opening of the Strait of Hormuz16 Jun 2026
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MFS: ECB delivers not-so-forceful rate hike12 Jun 2026
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BlackRock: Another hike is likely, but ECB walks a tightrope11 Jun 2026
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Crédit Mutuel Asset Management: The ECB compelled to act09 Jun 2026
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Central Banks under pressure as inflation risks re-emerge01 Jun 2026
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Powell and Warsh: two central bankers, two approaches31 May 2026
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Crédit Mutuel Asset Management: May – Asset Allocation Convictions30 May 2026
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Hormuz, Brent, Rate Panic – and in the End, Nothing Changes29 Apr 2026
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Pictet Wealth Management - Weekly View: No deal yet21 Apr 2026
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Aberdeen: Financial markets will ignore striking UK unemployment figures21 Apr 2026
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AllianzGI Outlook: “When uncertainty rises, conviction is key”01 Apr 2026
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State Street Investment Management: Markets price in peace, but energy shock may outlast ceasefire30 Mar 2026
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BlackRock: ECB no longer in 'a good place', but situation differs from 202219 Mar 2026
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Fidelity: Cautious Fed navigates uncertainty as rate path remains unclear19 Mar 2026
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Crédit Mutuel Asset Management: Monetary status quo in the face of geopolitical uncertainty17 Mar 2026
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A packed week for central banks: outlook on the Fed, ECB, BoE, SNB, and BoJ17 Mar 2026
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Rate Pause Before the Warsh Effect17 Mar 2026
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State Street: Five global forces reshaping retirement systems14 Mar 2026
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Degroof Petercam - Middle East Conflict and the Iran situation: our analysis and possible scenarios03 Mar 2026
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Crédit Mutuel Asset Management: A flying start to the New Year09 Feb 2026
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Japan’s Game with Fire08 Feb 2026
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Crédit Mutuel Asset Management: February – Equity Market Convictions05 Feb 2026
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The Strong Euro Forces the ECB to Wait03 Feb 2026
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Crédit Mutuel Asset Management: ECB: stability amid balanced inflation risks, but without a lasting commitment03 Feb 2026
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Marieke Blom: Tough questions on AI dominated Davos, but Europe’s position may be more comfortable than you’d think28 Jan 2026
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Invesco expands innovative income range with launch of ETF targeting EUR-denominated AT1s27 Jan 2026
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Carmignac: Four reasons why the Fed won't adjust rates27 Jan 2026
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Crédit Mutuel Asset Management: Fed set to hold steady with a cautious and flexible tone27 Jan 2026
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Rate Pause: The Fed Takes a Wait-and-See Stance27 Jan 2026
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Risks: why avoid them when they can be managed?19 Jan 2026
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Christian Schulz (AllianzGI): “High Probability of European Retaliation Against Trump’s Tariff Increases”19 Jan 2026
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Claudio Wewel (J. Safra Sarasin): ‘2025: a politically dominated investment year’07 Jan 2026
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Crédit Mutuel Asset Management: The beginning of a white collar recession driven by artificial intelligence (AI)?18 Dec 2025
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The ECB Slams on the Brakes and Ends the Easing Cycle17 Dec 2025
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Crédit Mutuel Asset Management: The ECB still far from a new rate cut16 Dec 2025
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Outlook 2026: Core investment implications16 Dec 2025
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AllianzGI: ‘The implications of a regime change in Venezuela’15 Dec 2025
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Crédit Mutuel Asset Management: A critical Fed decision looms09 Dec 2025
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Outlook AllianzGI 2026: ‘US Growth Set to Slow, opportunities in Europe, China and India’25 Nov 2025
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Labor Markets in September: no cut in December20 Nov 2025
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Pictet Wealth Management - Weekly View: Nvidia to the rescue?18 Nov 2025
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State Street: How Europe is unlocking private markets for every investor17 Nov 2025
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AllianzGI: “Europe Poised for a Catch-Up in 2026”12 Nov 2025
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Crédit Mutuel Asset Management: Conditions remain favorable10 Nov 2025
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Crédit Mutuel Asset Management: Monetary Policy Under Water: The ECB’s Climate Conundrum03 Nov 2025
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Crédit Mutuel Asset Management: The ECB remains in a comfortable position29 Oct 2025
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ECB: "The easing cycle has ended"13 Sep 2025
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DWS: ECB is done with rate cuts, unless economic situation deteriorates significantly13 Sep 2025
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State Street: French assets hold little appeal in the near-term10 Sep 2025
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The ECB on Hold: Between Growth Risks and Inflation Concerns09 Sep 2025
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Fidelity: US economic growth to slow sharply, Fed may delay rate cut until December13 Aug 2025
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Capital Group comments on the Fed31 Jul 2025
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US-EU trade deal: "This is the best deal the EU could get, but the effects on growth will still be negative"28 Jul 2025
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Macro Signposts | Long View on the Fed: A Return to Neutral24 Jul 2025
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Carmignac: Two diverging economies, one shared outlook (for now)23 Jul 2025
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Markets and Economy: A Favorable Climate08 Jul 2025
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What the oil price says about the Iran crisis25 Jun 2025
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Chocolate: The Bitter Taste of a “Guilty Pleasure”24 Jun 2025
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Extension and escalation23 Jun 2025
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Escalation in Iran-Israel conflict triggers oil spike, but limited safe-haven response17 Jun 2025
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Potential consequences of Iran - Israel conflict17 Jun 2025
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Columbia Threadneedle: IMF presses Reeves - fiscal room too tight, flexibility needed13 Jun 2025
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Trump-Musk break-up11 Jun 2025
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Crédit Mutuel Asset Management: ECB: Meeting of the Governing Council on June 5: Another Rate Cut Expected Before a Pause05 Jun 2025
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May – Asset Allocation Convictions, Crédit Mutuel Asset Management05 Jun 2025
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AXA IM: Sustainability in the age of Trump: Why investors should focus on reality, not rhetoric04 Jun 2025
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ECB at a crossroads: A June cut is certain; after that, it will be difficult02 Jun 2025
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AXA IM: 50% tariff could push Euro area into recession27 May 2025
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AXA IM: Lasting discretionary restrictive action will be needed in the coming years to keep the French debt trajectory under control22 May 2025
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Trade tensions and global economic resilience13 May 2025
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BlackRock: ECB to cut rates to below neutral in the near term18 Apr 2025
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Comment DWS interest rate decision April 202518 Apr 2025
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MFS comment interest rate April 202518 Apr 2025
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Fidelity International: ECB cuts rates, sees rates at 1.5% in September18 Apr 2025
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A pragmatic ECB15 Apr 2025
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Markets faced with rising tariffs12 Apr 2025
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The fallout of Liberation Day08 Apr 2025
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Pictet Wealth Management - Weekly View: “Liberation Day” has arrived02 Apr 2025
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“Liberation Day” Means Recalibration01 Apr 2025
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Invesco: Despite trade tensions, sovereign wealth funds remain optimistic on US, China24 Mar 2025
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Economic rebalancing: trade tensions, increased defense budgets and repercussions on markets12 Mar 2025
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Fidelity: ECB Approaches Neutral Rate Level, But Not There Yet10 Mar 2025
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Crédit Mutuel Asset Management: A new rate cut in sight, but the ECB will act cautiously10 Mar 2025
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AXA IM: ECB to cut again this week - easing will continue despite the hawks10 Mar 2025
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The ECB may appear to be on autopilot06 Mar 2025
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AXA IM: ECB to cut again this week - easing will continue despite the hawks04 Mar 2025
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Vanguard: ECB abandons restrictive policy with rate cut04 Mar 2025
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Reaction BlackRock German elections25 Feb 2025
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DWS on German elections: Impact on markets could be positive25 Feb 2025
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Geopolitics: The risks and consequences of Trump’s policy for Europe25 Feb 2025
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AXA IM: EU to lead "coalition of the willing" in global economic order17 Feb 2025
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AXA IM: Softening European labour market to prompt more ECB action12 Feb 2025
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Credit Mutuel Asset Management: When political decisions influence the global economy07 Feb 2025
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BlackRock: Fed in no hurry to adjust policy, seems to rule out March rate cut03 Feb 2025
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Could Trump's oil policy set in motion a re-rating of European equities? - Bruno Lamoral03 Feb 2025
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Crédit Mutuel Asset Management: The ECB, a step closer towards market neutrality03 Feb 2025
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AXA IM: ECB will hit 1.5% by the end of this year03 Feb 2025
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Crédit Mutuel Asset Management: A pause in January, and maybe for longer29 Jan 2025
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Columbia Threadneedle: Fed to cut rates this week, but also signals pause in further cuts19 Dec 2024
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AXA IM: Fed to cut 25bp this week and maybe just once in 202519 Dec 2024
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BlackRock: A limited Christmas cheer from the ECB19 Dec 2024
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MFS: Fed to cut rates by 25 bps, but all eyes will be on the new Fed ‘dots’19 Dec 2024
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Fidelity International: Fed delivers a hawkish cut as policy upheaval comes into focus19 Dec 2024
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Fidelity International 2025 investment outlook: The divergence dividend13 Dec 2024
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DWS expects ECB to cut rates again in January13 Dec 2024
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AXA IM: ECB to cut to 3% this Thursday - a forecast for a proper accommodative stance10 Dec 2024
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La Française: ECB, to proceed with caution10 Dec 2024
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Why keep some powder dry?09 Dec 2024
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Outlook 2025-2026 – Trump-starting the global economy04 Dec 2024
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La Française: Between American Optimism and European Uncertainties04 Dec 2024
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Fidelity International macro outlook 2025: US poised to reflate28 Nov 2024
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La Française: A lot is still not enough!28 Nov 2024
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La Française: THE DOGE, THE NEW KING’S FOOL!27 Nov 2024
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AXA IM: EU green growth to deal with protectionist US administration27 Nov 2024
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La Française: November market convictions post US Elections20 Nov 2024
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A cut in December is probably the natural slope, but no done deal08 Nov 2024
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Four more years of Trump: what does it mean for the markets?07 Nov 2024
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Stampa PR News 06 Nov 2024 Columbia Threadneedle: U.S. Election Market Comments07 Nov 2024
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The State of play ahead of the US elections05 Nov 2024
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La Française: Fed decision post-election05 Nov 2024
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AXA IM: Fed will cut again by 25 bps05 Nov 2024
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AXA about jobs, personalities and elections29 Oct 2024
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DWS anticipates more significant rate cuts by the ECB in the coming months18 Oct 2024
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Statement on the ECB's decision18 Oct 2024
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BlackRock: ECB is in the fast lane, but not going far18 Oct 2024
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MFS: New dovish tone to ECB statement after rate cut18 Oct 2024
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Emergency action in France16 Oct 2024
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MFS expects more ECB rate cuts as growth outlook remains weak16 Oct 2024
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Carmignac ECB preview: From one cut per quarter to one per meeting16 Oct 2024
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Multifaceted balancing exercise is necessary01 Oct 2024
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La Française: A wider quality allocation in senior and subordinated bank debt portfolios01 Oct 2024
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DWS: rate cut FED not without risks19 Sep 2024
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BlackRock: ECB is dancing the waltz rather than a quick step18 Sep 2024
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Carmignac: When the ECB & Fed diverge18 Sep 2024
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MFS: ECB rate cut as expected, but future still uncertain18 Sep 2024
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DWS sees ECB rate cut of 25 bps, next move expected in December18 Sep 2024
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DWS: ECB stays the course, next rate cut in December18 Sep 2024
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Euro area wages: Falling wage growth in Q2 seals deal for September rate cut External Inbox23 Aug 2024
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AXA IM: It will be tight, but Bank of England will most likely cut rates in November19 Aug 2024
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La Française: Green minds, bright futures26 Jul 2024
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State Street SPDR ETFs: Positioning for easier policy and Pplitics25 Jul 2024
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State Street SPDR ETFs: Positioning for easier policy and Pplitics25 Jul 2024
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Chart Room: Japan Inc’s buyback spree15 Jul 2024
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The times, they are a-changing…15 Jul 2024
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AXA IM: Budget bill elaboration in October is the deadline for political solution in France08 Jul 2024
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Columbia Threadneedle: Labour victory good news for UK equities07 Jul 2024
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Polish interest rates likely to remain flat; rhetoric to stay hawkish03 Jul 2024
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What does the shift towards nationalist politics mean for the European Union and France?11 Jun 2024
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BlackRock: Bank of Japan is carefully normalizing monetary policy26 Apr 2024
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BlackRock: Case for a first ECB rate cut in June has strengthened11 Apr 2024
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DWS sees ECB rate cut of 25 basis points in June11 Apr 2024
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La Française: No action in April but the first rate cut is coming10 Apr 2024
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DWS: Too early for policy change at Bank of England20 Mar 2024
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La Française: Rate-cutting cycles expected on the markets as early as June13 Mar 2024
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MFS: ECB doesn't pull the trigger yet09 Mar 2024
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Getting closer07 Mar 2024
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DWS: Core inflation eurozone remains problem child01 Mar 2024
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Columbia Threadneedle: Bank of England afraid to cut rates too quickly27 Feb 2024
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La Française: Quo vadis Germany?27 Feb 2024
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Pictet Wealth Management - Monthly House View | February 202422 Feb 2024
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Long-term investors should not fear the US election22 Feb 2024
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Chart Room: Why inflation “surprises” really shouldn’t be a surprise20 Feb 2024
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Expectations of rate cuts have been postponed.14 Feb 2024
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Weekly View: More confidence needed06 Feb 2024
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Euro area inflation decelerated less than the market was expecting05 Feb 2024
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PIMCO Commentary: Fed Slowly Building the Confidence to Cut01 Feb 2024
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As the saying goes (and the Fed says) May brings flowers, not March….01 Feb 2024
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No rush30 Jan 2024
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ECB more worried about the state of the real economy and more comfortable about inflation30 Jan 2024
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MFS: The three stages of emotions about the Fed29 Jan 2024
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FOMC preview (January 31): A more balanced reaction function29 Jan 2024
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Three questions about rate cuts: why, when, by how much?26 Jan 2024
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MFS: ECB rate cuts will come, but possibly later in the second quarter26 Jan 2024
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Comment Fidelity on rate decision ECB26 Jan 2024
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DWS: Data dependency before date dependency for ECB26 Jan 2024
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Janus Comments following today's ECB meeting26 Jan 2024
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Markets could start to price in a Trump presidency24 Jan 2024
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ECB Preview: Early rate cut pushback in an interim meeting23 Jan 2024
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La Française: ECB to proceed with caution. Based on current data, too early to cut interest rates23 Jan 2024
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PGIM Fixed Income: it’s a case of once bitten, twice shy18 Jan 2024
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Seven trends to watch in 202418 Jan 2024
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Mixed bag16 Jan 2024
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Pictet Wealth Management: The Fed pivots, its peers hold back27 Dec 2023
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La Française: COP28: A Bittersweet Symphony20 Dec 2023
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Pictet Wealth Management - Weekly View: Pivotal week14 Dec 2023
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La Française: Change in the inflation dynamic14 Dec 2023
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La Française: All eyes are on the new economic forecasts13 Dec 2023
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No rush to cut interest rates – pushback is likely12 Dec 2023
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AXA IM: Difficult for Powell and Lagarde to ignore dramatic shift expected by markets11 Dec 2023
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Inflation optimism drives European sovereign yields lower07 Dec 2023
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Weekly View: Unsettled times29 Nov 2023
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ODDO BHF AM - Monthly investment brief : Polarisation23 Nov 2023
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M&G's reaction to new president Javier Milei Argentina22 Nov 2023
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Pictet Wealth Management - Weekly View: Close the door21 Nov 2023
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The global economy: what are the risks for 2024?21 Nov 2023
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Chart Room: Struggling consumers weigh on corporate sentiment17 Nov 2023
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Monthly house view | November 202308 Nov 2023
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Euro area (GDP and Inflation) Macro update06 Nov 2023
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FOMC: Fed hints no easing in sight06 Nov 2023
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Israel-Hamas: Implications for Global Markets03 Nov 2023
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Weekly View: Navigating geopolitical risks03 Nov 2023
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Chart Room: Cash, the once and future king03 Nov 2023
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AllianzGI expects the Fed "to hold steady"01 Nov 2023
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The Fed expected to "proceed carefully”31 Oct 2023
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Inflation In Focus: Disinflation returns30 Oct 2023
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Should the Fed reconsider its strategy to fight inflation in view of US employment data?30 Oct 2023
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Chart Room: A waiting game on rate transmission27 Oct 2023
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Flash Note - Preview Fed meeting + US GDP27 Oct 2023
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The ECB remains data-dependent26 Oct 2023
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ECB careful not to rock the boat26 Oct 2023
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T. Rowe Price: "Don’t expect any fireworks at this weeks’ ECB meeting"24 Oct 2023
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ECB preview: no rate hike, no staff projections, no new signal23 Oct 2023
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Chart Room: A buffer zone for the leveraged loan market17 Oct 2023
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Rates restored17 Oct 2023
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La Française: Insight into potential consequences of Israeli-Palestine conflict10 Oct 2023
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La Française: Another sharp rise in rates, prompting prudence10 Oct 2023
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Weekly View: Trillion dollar questions10 Oct 2023
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PIMCO: U.S. Federal Open Market Committee Decision21 Sep 2023
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Washington Watch: A U.S. Government Shutdown – A Question of When, Not If?20 Sep 2023
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Key interest rates to remain unchanged19 Sep 2023
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Whatever the ECB decides, the answer lies with short-term sovereigns14 Sep 2023
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J. Safra Sarasin: Preference for high-quality bonds08 Sep 2023
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Chart Room: The Fed’s ‘blocked drain’ conundrum04 Sep 2023
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US fiscal drag, worrying equity valuations, and nuclear power01 Sep 2023
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US labour markets stabilizes01 Sep 2023
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Euro area inflation: sticky, stickier, euro area inflation31 Aug 2023
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La Française: Jackson Hole, no real surprise30 Aug 2023
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Pictet Wealth Management - Becoming more upbeat about the euro periphery21 Aug 2023
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ODDO BHF AM - Monthly investment brief: Legitimate questions20 Jul 2023
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Recession indicators: Delayed, not dismissed20 Jul 2023
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Pictet Wealth Management: (Slightly) higher for longer12 Jul 2023
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Pictet Wealth Management - Weekly View: Fragility11 Jul 2023
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FOMC vs OPEC, a key focus in the quarter ahead11 Jul 2023
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La Française: Curve inversion and economic disparities between the United States and Europe10 Jul 2023
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Chart Room: Cracks in credit will see gravity kick in08 Jul 2023
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Pictet Wealth Management: The end of globalisation?03 Jul 2023
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M&G: people with mortgages will feel the rate hike22 Jun 2023
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MFS expect more rate hikes20 Jun 2023
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Pictet Wealth Management - Weekly View: Central Banks still on the hunt20 Jun 2023
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La Française: ECB monetary tightening, when will the effects be felt?20 Jun 2023
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Should they pause or should they hike?13 Jun 2023
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Pictet Wealth Management - Fed preview: to skip, or not to skip? Skip.13 Jun 2023
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La Française: The ECB, still no pause13 Jun 2023
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La Française: A temporary pause, but all eyes on the June CPI report12 Jun 2023
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La Française: Despite gloomy Q1 2023, Germany is on track for modest growth in Q226 May 2023
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On-and-Off-and-On-Again Progress Toward a U.S. Debt Ceiling Agreement25 May 2023
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U.S. debt ceiling: Bills borrowing and brinkmanship21 May 2023
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La Française AM: The lack of clarity continues…14 May 2023
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US banks: five factors to watch after First Republic’s collapse08 May 2023
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Yes, more rate hikes, but more gradual!03 May 2023
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Pictet - ECB preview: banking on policy transmission03 May 2023
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Fed and ECB to raise rates once again this week02 May 2023
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Pictet Wealth Management - Weekly View: Regulation to the fore02 May 2023
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Growth depends on credit… and vice versa20 Apr 2023
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Pictet Wealth Management - Weekly View: Lags18 Apr 2023
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State Street Global Advisors: Macro Implications of the Banking Crisis17 Apr 2023
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Pictet Wealth Management: Credit squeeze, growth downturn, and peak policy rate14 Apr 2023
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Pictet Wealth Management - Weekly View: Achille's heel12 Apr 2023
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Pimco: U.S. Jobs Report Preview04 Apr 2023
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Chart Room: Is the US labour market ready to crack?03 Apr 2023
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Core rate of 5.7% – more rate hikes are in the pipeline03 Apr 2023
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Have endowments found a place to hide?30 Mar 2023
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Weekly View: Crunch time30 Mar 2023
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The French social contract is definitely broken28 Mar 2023
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M&G: Diplomatical rate hike23 Mar 2023
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Pictet Wealth Management - FOMC Preview: The Third Mandate21 Mar 2023
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La Française: Strong underlying inflation momentum vs financial risk15 Mar 2023
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Pictet Wealth Management - Weekly View: Not a long calm river14 Mar 2023
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Lower inflation ahead, butl ower growth too09 Mar 2023
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Economic bumps shouldn't derail the recovery in global travel09 Mar 2023
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La Française: Should we fear a wage/price spiral?09 Mar 2023
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Weekly View: Doubts abound03 Mar 2023
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Core rate continues to rise strongly - much remains to be done for the ECB02 Mar 2023
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Quick Takes on Capital Markets: Market risks: A golden era no more01 Mar 2023
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Lessons learned one year after Ukraine24 Feb 2023
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Weekly View: Who's bluffing?21 Feb 2023
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Europe's comeback and the hope for a near end to the interest rate hike cycle20 Feb 2023
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Why China's re-opening could be a blessing for emerging market bonds20 Feb 2023
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PIMCO: U.S. CPI Preview14 Feb 2023
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Search wars14 Feb 2023
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Monthly Macro Insights by Rothschild & Co AM - February 202314 Feb 2023
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U.S. inflation: Important lessons from the 1970s08 Feb 2023
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A hazy picture07 Feb 2023
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Communication key for Fed and ECB07 Feb 2023
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Why companies are increasingly focusing on a more purpose-driven approach03 Feb 2023
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MFS: ECB rate hike is 'dovish'03 Feb 2023
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Fed Seeks to Balance Competing Risks03 Feb 2023
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Chinks of light for M&A02 Feb 2023
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T. Rowe Price: preview rate decision ECB and BoE01 Feb 2023
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The economy in 2023: Where we differ from market consensus01 Feb 2023
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The ECB on a mission to control inflation with steady hikes in Q101 Feb 2023
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Central banks back in focus01 Feb 2023
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Communication key for Fed and ECB31 Jan 2023
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Quick Takes on Capital Markets: Housing affordability: Another headwind to the U.S. economy25 Jan 2023
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The investment landscape in 202325 Jan 2023
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Choppy seas24 Jan 2023
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Monthly Macro Insights by Rothschild & Co AM - January 202319 Jan 2023
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Chinese equities 2023 Outlook18 Jan 2023
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Emerging market bonds 2023 outlook18 Jan 2023
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Trust but verify17 Jan 2023
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New year, new beginning?16 Jan 2023
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New year, new beginning?16 Jan 2023
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Recession watch: tick tock, tick tock11 Jan 2023
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New year, new hopes11 Jan 2023
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Inflation, sovereign debt burdens and ECB policies will remain in focus06 Jan 2023
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“Annus horribilis” passed, difficulties ahead!06 Jan 2023
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Quick Takes on Capital Markets: Global central bank tightening: Still some ways to go22 Dec 2022
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Will the US dollar depreciate in 2023?22 Dec 2022
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Let’s talk (for a change) about disinflation21 Dec 2022
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Japan : A meaningful first step by the Bank of Japan to normalise monetary policy20 Dec 2022
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A hawkish Christmas20 Dec 2022
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“And yet…” (a tribute to Charles Aznavour)20 Dec 2022
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MFS: ECB will raise rates in 202316 Dec 2022
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Lagarde more hawkish then expected16 Dec 2022
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DWS: ECB more determined in fight against inflation than markets expected16 Dec 2022
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BlackRock: ECB will keep rates high16 Dec 2022
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Fund Insight - ODDO BHF Green Planet16 Dec 2022
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Fidelity doesn't rule out balance recession15 Dec 2022
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Comments from Axel Botte, Global Strategist, Ostrum AM, ahead of the ECB/BoE decision15 Dec 2022
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Quick Takes on Capital Markets: 3Q earnings: Pockets of weaknes15 Dec 2022
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DWS Point of View - December FOMC meeting15 Dec 2022
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Our 2023 forecast for Japan14 Dec 2022
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Monthly Macro Insights - December 202214 Dec 2022
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Super Thursday14 Dec 2022
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MFS expects ECB to raise rates with at least 50 bps13 Dec 2022
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Carmignac: Expectations for the FED, ECB and BOE meetings this week and beyond13 Dec 2022
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Flash Note - Preview: Central banks meetings December 202213 Dec 2022
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La Française: Recession? Which recession?12 Dec 2022
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Europe gas prices up 500% in November - What's next?09 Dec 2022
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Do central banks’ losses matter?06 Dec 2022
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Powell ready to slow06 Dec 2022
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Oil prices to increase after temporary weakness06 Dec 2022
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Exciting times: Q3 2022 earnings season30 Nov 2022
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Weekly View: No free lunch29 Nov 2022
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Falling US retail sales suggest inflation may have peaked28 Nov 2022
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How high will interest rates go?25 Nov 2022
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Happy thanksgiving22 Nov 2022
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Looking through the gridlock15 Nov 2022
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Weekly View: Rates grind higher08 Nov 2022
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State Street Global Advisors: Do Markets Care About the US Midterms?07 Nov 2022
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Pictet AM Barometer: “prospects for riskier asset classes look weaker as interest rate hikes continue to curtail economic growth worldwide.”04 Nov 2022
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DWS expects further US rate hikes, in small steps03 Nov 2022
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Weekly View: Spooky times02 Nov 2022
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Inflation Isn’t the Biggest Worry Keeping Benelux Investors Up at Night02 Nov 2022
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DWS expects BoE to raise interest rate with 75bp31 Oct 2022
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Chart Room: Pressure mounts on yen as US rates soar28 Oct 2022
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Another big interest rate move by the ECB - but more must follow27 Oct 2022
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BlackRock: rate hike as expected27 Oct 2022
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M&G: ECB risks being too dovish27 Oct 2022
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Quick Takes on Capital Markets: U.S. dollar vs. Renminbi: A cause for concern, but not panic26 Oct 2022
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La Française: For now, FED tightening is not enough!25 Oct 2022
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The people's leader25 Oct 2022
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Higher rates, tighter liquidity24 Oct 2022
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State Street SPDR ETFs: Increasing Rate of Interest in Financials24 Oct 2022
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The US tightens its grip on semiconductors19 Oct 2022
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Taking the prize18 Oct 2022
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"Cheap“: a necessary but not sufficient condition17 Oct 2022
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Monthly Macro Insights - October 202214 Oct 2022
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House View Pictet Wealth Management, October 202214 Oct 2022
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To pivot… or not?11 Oct 2022
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Equities? No, not yet. Bonds? Maybe, just maybe.06 Oct 2022
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Weekly View: Rattled04 Oct 2022
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Inflation rate climbed and climbed - 10 percent is not the end yet30 Sep 2022
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UK: Mini budget, maxi risks28 Sep 2022
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Weekly View: Interest rate blues27 Sep 2022
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MFS: Italian elections threathen government budgets26 Sep 2022
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Putin’s threats more than offset by Powell’s inflation fighting actions23 Sep 2022
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Chart Room: The Fed walks a quantitative tightrope23 Sep 2022
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Purchasing managers' indices for Germany and the euro area: harbingers of a difficult winter23 Sep 2022
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Bank of England credibility hard to find22 Sep 2022
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DWS expects BoE to raise rates further22 Sep 2022
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BlackRock: impressive determination FED22 Sep 2022
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State Street Global Markets: Fed guiding to a peak well above 4%22 Sep 2022
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Fed matches hawkish rhetoric with hawkish action22 Sep 2022
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Negative effects interest actions bigger than expected22 Sep 2022
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Weekly View: Risk Markets slapped20 Sep 2022
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La Française: Inflation battle: Higher rates to restore price stability20 Sep 2022
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A Joint Statement from the Government of Ukraine and BlackRock19 Sep 2022
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75 is the New 2516 Sep 2022
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Flash note: Central banks update14 Sep 2022
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Monthly Macro Insights - September 202214 Sep 2022
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State Street SPDR ETF: The ECB Steps Up the Pace14 Sep 2022
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Weekly View: Higher, faster13 Sep 2022
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Chart Room: Interest rates won’t fix the euro’s problems this time09 Sep 2022
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ECB hawks rule, for now08 Sep 2022
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Labour markets: Digging a little deeper07 Sep 2022
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Weekly View: No pain, no gain07 Sep 2022
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The ECB will need to act ‘forcefully’ with an aggressive move of 75 bps to tame inflation06 Sep 2022
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Summer rally already a distant memory05 Sep 2022
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Jackson Hole Economic Symposium, higher rates for some time02 Sep 2022
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Flash Note: Oil market - Weak economic activity weights on oil prices01 Sep 2022
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Quick Takes on Capital Markets: 2Q earnings season: Positive, but challenges loom Seema Shah, Chief Strategist at Principal Global Investors01 Sep 2022
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Will sterling hit parity with the US dollar?31 Aug 2022
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Jackson Hole: Powell vows to keep fighting inflation31 Aug 2022
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Weekly View: Back at Jackson Hole30 Aug 2022
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Core inflation is unofficially dead25 Aug 2022
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Regional conflict, global consequences19 Aug 2022
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US Inflation Reduction Act Clears Final Congress Hurdle - to be signed into law16 Aug 2022
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Weekly View: A skeptical rally16 Aug 2022
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Weekly review: When will central banks stop hiking interest rates?16 Aug 2022
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PIMCO: U.S. CPI Report Reaction11 Aug 2022
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Flash Note: Private equity performance in 202211 Aug 2022
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Weekly View: Summer respite03 Aug 2022
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Is the Bear market over?01 Aug 2022
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Chart room: Inflation is broader, and stickier01 Aug 2022
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A dovish hike but Fed may be forced to do more28 Jul 2022
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Chart Room: Global sentiment sinking fast27 Jul 2022
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Four possible scenarios for the way forward in the Russia/Ukraine crisis25 Jul 2022
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Travel boom after Corona? Tourism stocks at a glance24 Jul 2022
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Housing market sees a sharp reversal of fortune24 Jul 2022
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Five lessons from the first half of 2022 for global financial markets21 Jul 2022
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La Française: A cautious rate hike, the first in 11 years, and the firepower of the new anti-fragmentation tool19 Jul 2022
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Weekly View: To parity and beyond?19 Jul 2022
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Comments from MFS on Draghi’s resignation16 Jul 2022
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abrdn about next week's ECB meeting16 Jul 2022
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This month's Editorial: A Changing Landscape12 Jul 2022
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Nordea AM: "You can't give a blank check to the periphery"12 Jul 2022
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Weekly View: Final applause12 Jul 2022
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Chart room: The ingredients are there for a wage-price spiral08 Jul 2022
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Stoic Switzerland05 Jul 2022
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Is the U.S. economy already in a recession?05 Jul 2022
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Weekly View: Now growth concerns05 Jul 2022
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State Street SPDR ETF: Spreading the net with global aggregate01 Jul 2022
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Recession looks inevitable, but not imminent01 Jul 2022
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Expecting a lot of near-term volatility, we remain neutral on US government bonds for now.01 Jul 2022
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Weekly View: Dead cat bounce28 Jun 2022
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Chart room: Japan is avoiding the worst of supply-side inflation27 Jun 2022
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Don’t write off the European Central Bank22 Jun 2022
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Weekly View : Moody Blues21 Jun 2022
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Central Banks Break the Rout but Sentiment Remains Fragile17 Jun 2022
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Fidelity na de Fed: Kans op harde landing toegenomen17 Jun 2022
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Stagflation: consequences for the financial markets16 Jun 2022
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All eyes on the Fed15 Jun 2022
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Monthly Macro Insights - June 202215 Jun 2022
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Weekly View : Tightening Blues14 Jun 2022
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Fed is haunted by high inflation14 Jun 2022
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Chart Room: Expectations around rising input costs are starting to moderate10 Jun 2022
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Secular Outlook 202208 Jun 2022
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Weekly View : Gradual Reopening08 Jun 2022
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Inflation at an all-time high. The ECB has no choice but to secure medium-term price stability.08 Jun 2022
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Pictet Wealth Management: House View, June 202207 Jun 2022
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Current opportunities in the Investment Grade market03 Jun 2022
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César Pérez Ruiz shares his “3 on the 3rd” for June02 Jun 2022
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State Street SPDR ETF: UK equities, the tailwinds remain intact02 Jun 2022
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Weekly View: Resilience31 May 2022
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Weekly View : Margin pressure25 May 2022
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Horizon 2022 – The Return of Big Government25 May 2022
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UK is a rich seam to mine … and not just in commodities24 May 2022
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The last of the doves: BoJ unlikely to change course anytime soon20 May 2022
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Should central bankers be torched ?20 May 2022
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La Française commentary: Conflict in Ukraine, supply-chain shortages and soaring prices - accelerators of sustainable development18 May 2022
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Weekly View : Time travel17 May 2022
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Monthly Macro Insights10 May 2022
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M&G comments on the Fed meeting05 May 2022
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Fed has only few options05 May 2022
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Barometer: A cruel April could mark the trough04 May 2022
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César Pérez Ruiz shares his “3 on the 3rd” for May04 May 2022
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Weekly View: A kaput Fed put03 May 2022
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Hike now, pay later02 May 2022
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The search for income in FX markets02 May 2022
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Chart Room: Three structural factors making for stickier inflation29 Apr 2022
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How the Russia-Ukraine crisis changes the outlook for emerging market investors26 Apr 2022
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Weekly View : When hawks cry26 Apr 2022
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Chart Room: US yield curve could steepen further out22 Apr 2022
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The sustainable outlook for 2022 and beyond: four environmental themes22 Apr 2022
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Weekly View: Tightening times21 Apr 2022
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3D vision: why decarbonisation, defence and deglobalisation are here to stay21 Apr 2022
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State Street Global Advisors: A surprise Le Pen victory could trigger a political shock in Europe14 Apr 2022
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Pictet Wealth Management: How the war in Ukraine is reverberating in Asia13 Apr 2022
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A hawkish ECB is a real possibility12 Apr 2022
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Pictet Barometer: unsettling times06 Apr 2022
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French presidential elections commentary06 Apr 2022
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Quick Takes on Capital Markets - Buying conditions: A shift in consumer sentiment Commentary from Principal Global Investors05 Apr 2022
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Weekly View: Turnaround or pause?05 Apr 2022
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Central bank actions, an obstacle for battered financial markets31 Mar 2022
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Weekly View : Flickers of light22 Mar 2022
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Chart Room: Ukraine war adds to inflation and brings further supply chain woes21 Mar 2022
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Weekly View: The negotiating table15 Mar 2022
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Ukraine war: which impacts?14 Mar 2022
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Weekly View : Reassessment09 Mar 2022
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The Ukraine crisis: what's at stake for investors?07 Mar 2022
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Chart Room: Ukraine war cuts rate hike expectations04 Mar 2022
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Pictet Barometer: When conflicts erupt, calm reflection trumps evasive action04 Mar 2022
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Peter De Coensel, CEO DPAM, calls for monetary restraint and political boldness01 Mar 2022
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What does the Russia-Ukraine crisis mean for markets?28 Feb 2022
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Russian invasion of Ukraine: What does it mean for the capital markets?25 Feb 2022
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Putin and the Fed remind us what risk looks like22 Feb 2022
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Weekly View : Geopolitical Risks22 Feb 2022
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Thematic investment opportunities in the metaverse21 Feb 2022
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Weekly View : Ceiling breakthrough15 Feb 2022
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Perspectives: US labour market takes omicron in its stride09 Feb 2022
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Weekly View : ONE, TWO, THREE, PIVOT!08 Feb 2022
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Columbia Threadneedle Investments - Investment team updates: Fixed income07 Feb 2022
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Perspectives: Geopolitical tensions cast cruel light on Russian assets02 Feb 2022
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MFS: Uitslag Italiaanse verkiezingen gunstig voor beleggers31 Jan 2022
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A more hawkish Fed will push real US yields further up31 Jan 2022
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Preparing minds for a March rate hike26 Jan 2022
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Columbia Threadneedle Investments - Fixed income: from recovery to expansion26 Jan 2022
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A bumpy ride higher for equities25 Jan 2022
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Weekly View : Bumpy rotation25 Jan 2022
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Italian politics (and bonds) at the crossroads19 Jan 2022
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Weekly View : THE FED SHOW18 Jan 2022
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NN IP: Week of the central banks - what instruments will be used in the different areas?15 Dec 2021
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Pictet Wealth Management: Our 2022 macroeconomic scenario for the US06 Dec 2021
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NN IP: The growth trajectories of the US and Europe diverge11 Nov 2021
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Weekly View - Good cop, bad cop09 Nov 2021
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Time for tapering04 Nov 2021
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Weekly View - OUCH!03 Nov 2021
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DWS Point of View on the ECB meeting of October 2828 Oct 2021
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The future of the ECB’s quantitative easing26 Oct 2021
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Weekly View - Time for a breather26 Oct 2021
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Asset allocation update: warning lights are flashing26 Oct 2021
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Urbanisation and the ‘economy of living’21 Oct 2021
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The Asian century21 Oct 2021
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The Bank of England’s rush job on inflation21 Oct 2021
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The Bank of England’s rush job on inflation21 Oct 2021
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Comment on Jens Weidmann's resignation as Bundesbank President20 Oct 2021
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Weekly View - The dreaded word 'transitory'19 Oct 2021
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Chart Room: Fidelity Leading Indicator points to contraction16 Oct 2021
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Weekly View - Cracks in the edifice12 Oct 2021
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Chart Room: Is inflation here to stay?08 Oct 2021
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Japan: a diversifier for equity portfolios07 Oct 2021
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Barometer Pictet Asset Management: No time to buy?07 Oct 2021
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Weekly View - No time to relax06 Oct 2021
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Economic forecasts Q3 202105 Oct 2021
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Japan election: is status quo a bad thing?04 Oct 2021
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Waiting for the next catalysts28 Sep 2021
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NN IP comment: German election outcome - 'The new power structure should not unsettle the markets at present'27 Sep 2021
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Germany has voted - what does that mean for the markets?27 Sep 2021
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SSGA: German election as omen for spending boost in Europe24 Sep 2021
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Nordea AM Evergrande comment: 'Broader negative effects in EM will be limited'23 Sep 2021
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NN IP: Elections in Germany - Financial markets only partly affected by possible change of direction21 Sep 2021
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ECB takes one toe off the gas, but decisive decisions will be taken at the December meeting!09 Sep 2021
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Covid-19 index: when might life return to ‘normal’?09 Sep 2021
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Bretton Woods, 50 years on: Gold, inflation and diversification30 Aug 2021
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Chart Room: A pain in the bottleneck for supply chains20 Aug 2021
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Weekly View - From one extreme to another17 Aug 2021
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Football comes to Rome13 Jul 2021
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ECB: kicking the PEPP can11 Jun 2021
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Holding pattern08 Jun 2021
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Fidelity analysts expect inflationary pressures to keep rising for now07 Jun 2021
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Investor Confidence Increased in May by 5.4 Points to 97.928 May 2021
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SSGA-SPDR: The question of inflation27 May 2021
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Making sense of the growing interest in ether26 May 2021
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Goods inflation soars, but watch out for services14 May 2021
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SSGA-SPDR: Size or Value? Investors Can Benefit from Both in a Recovering Economy25 Mar 2021
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M&G: Dismissal of Turkish central bank president undermines investor confidence22 Mar 2021
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Seven investing lessons from a pandemic year11 Mar 2021
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State Street Global Advisors: Allocating to EMD – Considerations for Euro Investors02 Mar 2021
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Chart Room: Staying afloat amid a rising tide of debt26 Feb 2021
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Where to find shelter from rising inflation09 Feb 2021
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The Zero: why interest rates will stay low09 Feb 2021
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Chart Room: Reopening markets and the reopening trade05 Feb 2021
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Vanguard expects rising inflation in Europe04 Feb 2021
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SSGA-SPDR: The Case for Infrastructure in Uncertain Markets04 Feb 2021
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January 2021 reminded everyone that we’re not out of the woods just yet01 Feb 2021
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January FOMC meeting preview: no changes but more optimism22 Jan 2021
