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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
The DAX has hit a record high, outperforming smaller German stocks. Investors expect a business-friendly government. But many challenges remain.
By: Björn Jesch
Critical technologies are being identified and promoted as deglobalization advances
Silver hits record highs on industrial demand surge and supply squeeze
Europe's economies wasted billions of euros through the inefficient use of energy
How Italy and France appear to be switching positions when it comes to the respective riskiness of their government debt.
Uncertainty and higher prices expected to take a toll on the economy.
2026 may be a good year for risky assets
Market sentiment tumbles into “panic territory” after reciprocal tariffs announcement on “Liberation Day.”
Foreign investors reduced their holdings of U.S. assets in April, but only to a very small extent
Despite recent signs of de-escalation, trade uncertainty and expected higher prices appear set to take a toll on the U.S. economy.
Benign, for now: Our forecasts for the next 12 months
Despite some clouds gathering, we remain optimistic about Spain’s economic prospects. Investment in machinery and equipment has been especially encouraging in Q1 2025.
Nothing is all that certain in Washington these days. This was the backdrop against which we devel-oped the latest update to our strategic 12-month outlook.
