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By: Ivy-sw Ng, Tommy Law
Same Consumption Downgrade, Divergent Paths Ahead for China and Japan
Grains have often shown where commodities are heading
Based on current trajectories, Europe’s 2030 greenhouse-gas-emission ambitions are in jeopardy. To meet its targets, Europe needs to dial up decarbonization efforts.
Short-term we see only a small chance of a sustainable countermove
By: Maria Milina, Robert Bush, Jason Chen, Johannes Müller
No clear winner. The worst might have been averted from a (European) perspective, while from a French perspective some uncertainty will persist until a government emerges.
The ECB cut its policy rates in June, as expected. But that does not mean that the Frankfurt- based central bank will cut again in July.
By: Björn Jesch
Our monthly market analysis and positioning
China’s Journey to Expand EV Exports
By: Björn Jesch, Peter Doralt, Francis (Frank) J. Kelly
In coming months, markets might get unnerved, temporarily overpricing political risks.
By: David Bianco
U.S. Elections 2024 & Fiscal Repair: Taxes, tariffs or a third choice?
Recession looks likely to be avoided this time
Corporate bonds are currently in high demand. Despite already expensive spreads, in our opinion there is no trend reversal to be feared due to a healthy environment.
In markets as in politics, perceptions often matter more than electoral realities. That helps explain why markets got spooked by snap elections in France.
All forecasts at a glance
