Why we think there might still be excess savings left, even among U.S. households, to keep the global economy rolling for a little longer.
By: Björn Jesch, Martin Moryson
The Long-Term Inflation Prospects
Europe's retail sector was shaken up by Covid but we see good grounds to believe it is stabilizing, helping European economies in 2H23 along with a growing service sector.
To be politically sustainable, transparency, inclusivity, and fairness must underpin further reforms in Greece, restoring confidence not just among foreign investors.
By: Björn Jesch
We remain confident that a small deal can get struck in time, paving the way for more deals later
By: Christian Scherrmann
Slowing down the U.S. Economy