Publications

Markets are banking on a de-escalation in the Middle East

Energy inflation and rising interest rates put macroeconomics back in the spotlight

Markets Swing Between AI and Inflationary Pressures

Artificial Intelligence versus Geopolitics

Companies report solid earnings but macro context uncertain

US and European market part company

Tit-for-tat blockade in the Gulf

Fragile ceasefire

One ultimatum after another

Market action guided by oil and bond yields

Energy crisis reshapes outlook for monetary policy

Investors on the defensive as war stokes inflation expectations