News and Insights

News and Insights

Global trade is set to recover in the coming months

International trade is a key indicator of the dynamism of the global economy. Trade data reflects, like few other indicators,

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Global growth resilient with little room for positive surprises

Early in the year, negative narratives from investors and analysts dominated the global macro agenda.

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Where is the US Federal Reserve heading?

The US Federal Reserve (Fed) has been on the move to revert a decade-long approach of ultra-easy monetary policy

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The European Central Bank sets the stage for additional tightening

The European Central bank raised its policy interest rates once again in June, reaffirming its most aggressive tightening cycle on record in its efforts to return inflation to the target of 2%

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Commodity prices point to a challenging global macro environment

Commodity markets have been particularly volatile since early 2020. The negative demand shock from the Covid-19

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Why is global capital returning to EM?

Despite a challenging global macro environment, driven by factors such as high inflation, tighter monetary conditions, and geopolitical frictions,

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What to expect from the BoJ’s new monetary policy approach?

One of today’s biggest macro-economic challenges for policy makers and central bankers on a global level is to combat rising inflation.

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How can the US Fed balance inflation and financial stability concerns?

The US Federal Reserve is often pressured to ease or pivot away from tighter monetary policies, as investors and the general public tend to prefer “easy money”

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Are EM returning to growth outperformance in 2023?

Over the last decade, emerging markets (EM) were a synonym for economic dynamism, opportunity and growth. In fact, EM economies have been outperforming most other countries when it comes to GDP expansion and other activity metrics until the beginning of 2020.

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Global activity surprises to the upside despite headwinds

The year started with negative sentiment dominating the global macro-economic environment and outlook.

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Market Data

Last Update : Tuesday 28 May 2024