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For over a decade, the S&P 500’s net income growth has outpaced Europe’s Stoxx 600. But signs of change are emerging beneath the surface.
Mexico in the spotlight: despite concerns ahead of last year’s U.S. elections, the peso has strengthened and local bonds have shone. What may be driving this resilience?
Cautiously optimistic: Our forecasts for the next 12 months
Silver hits record highs on industrial demand surge and supply squeeze
How Italy and France appear to be switching positions when it comes to the respective riskiness of their government debt.
Venezuela’s turmoil offers a test case of how oil and metals shocks can ripple through inflation and rates, as the energy transition rewrites old market rules.
Uncertainty and higher prices expected to take a toll on the economy.
2026 may be a good year for risky assets
Decades of efficiency and electrification have defanged a once-feared macro risk — even as Middle East tensions keep markets jumpy.
Foreign investors reduced their holdings of U.S. assets in April, but only to a very small extent
Benign, for now: Our forecasts for the next 12 months
We believe that fears of JGB weakness spreading to other government bonds appear to be exaggerated.
By: Björn Jesch, Martin Moryson
The Long-Term Inflation Prospects
When it comes to oil, the price spikes grab attention. Their more lasting effect may be demand that disappears - and does not fully return.
Brazil’s central bank looks set to remain hawkish. Structural reforms following next year’s elections could help unlock the country’s potential.
