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December 4, 2024
The 2025 macroeconomic landscape will be shaped by U.S. policy uncertainty following Trump’s return to the presidency. Fiscal expansion, trade...
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In France, political turmoil continues as the government struggles to approve a budget. Also, a look at US macro data....
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November 25, 2024
In the US markets, caution is advised, although the appointment of Scott Bessent as Treasury Secretary is seen as a...
Keep readingEuropean PMIs dropped strongly post US elections, as the composite PMI fell from 50 to 48.1. Also, a look at...
Keep readingNovember 18, 2024
Trump started to nominate people for his administration in the past week, selecting a generally hawkish mix of tariff proponents...
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November 13, 2024
Women are more likely to have lower incomes compared to men, a disparity rooted in systemic inequalities in the labor...
Keep readingNovember 11, 2024
In US, elections ended with a strong victory of the Republican party. Also in the US, a closer look at...
Keep readingNovember 4, 2024
US Presidential elections will take place on November 5, with about 1/3 of voters having already voted early or by...
Keep readingOctober 28, 2024
The Global Credit Team spent the past week at the Annual IMF/WB meetings in Washington DC. Also in this week’s Global...
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The ECB cut rates as expected by 25 basis points to 3.25% and gave a dovish message, while trying to...
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October 17, 2024
In 2024, the markets tried to guess what the world would look like after the big rate hikes of 2022-23....
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October 15, 2024
In Europe the economy is slowing, the ECB is behind the curve and will need to cut rates; meanwhile, the...
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