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Amid a range of cyclical and structural headwinds, including increased adoption of hybrid working arrangements, a slowdown in global economic growth and elevated interest rates, investor preference...
Small business sentiment fared worse than anticipated in August and appeared to cement expectations for a 25-bp rate cut from the Fed on 18 September.
The ECB has cut the deposit facility rate by 0.25% to 3.50%, as expected. In this Macro Flash Note, Senior Eco…
The Federal Reserve is set to cut rates – but by how much?
Interest rate differentials drive the USD strength. Higher US rates attract investors, boosting USD value. Future central bank decisions will impact this trend.
Michael Strobaek, our Global CIO Private Bank, expects a clear signal from the American monetary authorities next week. From now on, its focus is on employment.
Global growth is decelerating, but investors expect it will pick up as the impact of monetary policy easing gains traction early next year. Yet, soft landings are hard to track as the early signs o...
As we approach Q4, the fixed income markets are taking stock of where they’ve been and what is to come. Markets are expecting a highly anticipated shift in monetary policy to take place before the...
Ahead of the September monetary policy meeting of the European Central Bank (ECB), the question was not so much whether they would adjust policy rates at this meeting (a 25bps cut to the deposit ra...
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