Macro

Economic Overview

Jul 23, 2020 Macro

Covid-19 and the Internet of Things

By: Johannes Müller

Smart networks of mechanical and digital machines have the potential to mitigate future pandemic risks. There are plenty of stumbling blocks, however.

Global, Macro, Technology

Jun 12, 2020 Macro

CIO Special: Fiscal packages – necessary short term, dangerous long term

By: Martin Moryson

The long-term impacts of the Covid-19 emergency fiscal packages will be challenging

Government bonds, Fixed Income, Politics, Global, Macro

Apr 02, 2020 Macro

Coronavirus: Deep recession, but no depression

By: Martin Moryson

The economic slowdown in the first half of 2020 will be unprecedented. In our core scenario, we expect a rebound in the second half.

Macro, Politics, Global

Jan 24, 2020 Elections

An early roadmap to U.S. politics in 2020 and beyond

By: Peter Doralt

We take an initial stroll along the campaign trail heading towards the U.S. elections in November – and tell you what potential signals to listen up for in all the noise likely to head your way.

Americas, Elections, Politics, Macro

Jan 22, 2020 Macro

U.S.-China trade deal: the easy step is done. And now?

By: Elke Speidel-Walz

U.S.-Chinese "phase-one deal": Ceasefire in the trade war, but nothing more. Tariffs remain much higher than they were. What's next?

Americas, Asia Pacific, Macro

Nov 07, 2019 Macro

European fiscal stimulus? Don't get your hopes up!

By: Martin Moryson

While German fiscal policy is fairly expansionary by its own standards, requests for more fiscal stimulus are mounting. Without a serious recession in sight we don't expect much more.

Europe, Politics, Macro