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By: Björn Jesch
Critical technologies are being identified and promoted as deglobalization advances
No economic slump, falling inflation and the first interest rate cuts. Not a bad environment for capital investments, especially bonds. AI must deliver soon for equities.
All forecasts at a glance
By: Jason Chen, Christian Scherrmann, Dirk Schlüter
The return outlook for the next decade
By: Murray Birt, Maria Milina
Tracking European sovereigns in their transformational journeys
By: David Bianco
New S&P 500 target of 5300: A.I. lives and it needs food and shelter
Introduction of Bitcoin ETFs has given the segment a boost
By: Tommy Law
Supporting transformation and sustainability ambition
Recent strong wage growth among lowly paid, young job switchers may reflect them moving into potentially more productive jobs. Such gains need not be inflationary.
More secure supply brings gas prices back down
The BTP/Bund spread falls impressively
The end of macro?: Some companies are so big they are the macro
India's demographic advantages are well known. The government's capex offensive, expanding exports and the bond market’s opening are now also generating momentum for stock markets.
Donald Trump’s electoral performance in both 2016 and 2020 suggests that returning to the White House is likely to prove an uphill struggle.
