Worldwide debt levels set to pose long-term risks for global growth

The Covid-19 pandemic represented a negative shock of unprecedented magnitude to the global economy,

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How to interpret the US yield curve inversion?

US economic growth has surprised to the upside in recent quarters, supporting global demand through

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Southeast Asia is unlikely to return to pre-pandemic growth in 2023

Before the Covid-pandemic, Southeast Asia was one of the most dynamic regions in the world with the highest growth outlook.

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What to expect of the EUR going forward?

The Euro (EUR) has appreciated significantly against the US Dollar (USD) since September

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China’s recovery was strong but uncertainty remains for 2024

Early in the year, China was one of the main reasons for our higher than consensus view on global growth for 2023.

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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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Last Update : Tuesday 26 September 2023