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Recession looks likely to be avoided this time
In markets as in politics, perceptions often matter more than electoral realities. That helps explain why markets got spooked by snap elections in France.
All forecasts at a glance
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.
By: Ivy-sw Ng
The Chinese Property Market in Flux
By: David Bianco
The AI speed train accelerates: Look far ahead, watch your speed
Increasing consumption in modern consumer society poses an ever-growing global challenge.
By: Michael Lewis, Murray Birt, Maria Milina
Tracking European sovereigns in their transformational journeys
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.
Our monthly market analysis and positioning
Summer portfolio: Strong sun with fading liquidity, apply sunscreen
By: Francis (Frank) J. Kelly
A look at elections in Mexico, India and the European Union. Also, House Financial Services Committee Chair Patrick McHenry (R-NC) announced he will hold a hearing on the scandals at the Federal Deposit Insurance Corporation (FDIC).
By: Jason Chen, Dirk Schlüter
The narrowing gap between equity and bond risk premia
Election outcome expected to reflect broader trends and changes
Helicopter crashes with Iranian President Ebrahim Raisi on board. Plus, Prime Ministers of Japan, China, and South Korea will gather for the first time since 2019.
