Can the recent policy measures save China’s growth target?
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
Given how entrenched the greenback’s position is in international trade and finance, this probably won’t be the last debate on de-dollarization.
According to futures markets, investors expect Fed rate cuts starting in September. We think this prediction should be taken with a grain of salt.
