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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.”
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
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.
Progress on the energy transition and political commitments give cause for cautious optimism on Europe’s transformation.
We believe that fears of JGB weakness spreading to other government bonds appear to be exaggerated.
The bond market bathes in the positive sentiment
By: Björn Jesch, Martin Moryson
The Long-Term Inflation Prospects
Though the medium-term growth outlook looks resilient, a stronger manufacturing sector is needed to create jobs.
In addition to the severity of the recession, inflation will be an important factor during this phase.
