Yen to dollar at its weakest level since 1986

Short-term we see only a small chance of a sustainable countermove

Is Mr. Market Apolitical? Not quite

By: Maria Milina, Robert Bush, Jason Chen, Johannes Müller

French elections - a noisy non-event

No clear winner. The worst might have been averted from a (European) perspective, while from a French perspective some uncertainty will persist until a government emerges.

After the June cut: what’s ahead for ECB rates

The ECB cut its policy rates in June, as expected. But that does not mean that the Frankfurt- based central bank will cut again in July.

Investment Traffic Lights

By: Björn Jesch

Our monthly market analysis and positioning

APAC CIO View

By: Ivy-sw Ng, Tommy Law

China’s Journey to Expand EV Exports

Americas CIO View

By: David Bianco

U.S. Elections 2024 & Fiscal Repair: Taxes, tariffs or a third choice?

Two years of yield curve inversion in the U.S.

Recession looks likely to be avoided this time

French recipes for a change

In markets as in politics, perceptions often matter more than electoral realities. That helps explain why markets got spooked by snap elections in France.

Our forecasts

All forecasts at a glance

Still looking pretty good

By: Björn Jesch

The investment environment is not free of challenges. It never is. At the moment, there is a lot going for investors in our core scenario. The prerequisite, however, is that the AI investment boom doesn’t falter.

APAC CIO View

By: Ivy-sw Ng

The Chinese Property Market in Flux

Americas CIO View

By: David Bianco

The AI speed train accelerates: Look far ahead, watch your speed

Massively growing demand for natural resources

Increasing consumption in modern consumer society poses an ever-growing global challenge.

Not quite Taylored fit

When and how far U.S. interest rates should fall is quite a judgement call. Simple monetary-policy rules provide quite a wide range of plausible estimates.