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Articles

Results: 41 Matches

Aug 08, 2025 Chart of the week

China’s trade thrives beyond the U.S.

Despite falling U.S. demand, China’s exports grew—thanks to emerging markets. But transshipment clauses in Asian countries’ trade deals with the U.S. may pose risks

Globalization, Americas, Emerging Markets, Macro
Aug 01, 2025 Chart of the week

A truce between two trading giants

Despite recognizable parallels with developments under the 1985 Plaza Accord, concerns about a very rapid and excessive decline in the U.S. dollar seem exaggerated.

Americas, Europa
Jul 25, 2025 Chart of the week

Weakening dollar, the start of a trend?

Despite recognizable parallels with developments under the 1985 Plaza Accord, concerns about a very rapid and excessive decline in the U.S. dollar seem exaggerated.

Americas, Currencies
Jul 18, 2025 Chart of the week

Brave new energy world

The changing balance of power between the world’s leading oil producers helps explain some of the recent oddities happening in global financial markets.

Americas, Currencies
Jul 11, 2025 Chart of the week

Data centers drive U.S. electricity demand

After years of stagnation, digitalisation is leading to a significant increase in electricity demand

Americas, Artificial Intelligence, Digitalization
Jul 04, 2025 Chart of the week

Will there be a U.S. debt crisis?

A look at the risks that the U.S. debt trajectory could become dynamically unstable

Americas
Jun 27, 2025 Chart of the week

No massive sell-off of U.S. securities

Foreign investors reduced their holdings of U.S. assets in April, but only to a very small extent

Currencies, Fixed Income, Government Bonds, Americas
Jun 13, 2025 Chart of the week

Japanese bond yields have risen sharply

We believe that fears of JGB weakness spreading to other government bonds appear to be exaggerated.

Macro, Equities, Fixed Income, Alternatives
Jun 06, 2025 Chart of the week

Still constructive

Cautiously optimistic: Our forecasts for the next 12 months

Macro, Equities, Fixed Income, Alternatives
May 23, 2025 Chart of the week

Making hay - outlook still sunny in Spain?

Despite some clouds gathering, we remain optimistic about Spain’s economic prospects. Investment in machinery and equipment has been especially encouraging in Q1 2025.

Macro
May 16, 2025 Chart of the week

Moving targets

Despite recent signs of de-escalation, trade uncertainty and expected higher prices appear set to take a toll on the U.S. economy.

Macro
May 09, 2025 Chart of the week

How recessions affect earnings per share

In addition to the severity of the recession, inflation will be an important factor during this phase.

Equities, Macro
Apr 25, 2025 Chart of the week

Bitcoin – a certain kind of hedge?

Short-term high correlation with the Nasdaq should not be over-interpreted

Currencies, Equities, Macro
Apr 11, 2025 Chart of the week

Pessimistic stock market sentiment

Market sentiment tumbles into “panic territory” after reciprocal tariffs announcement on “Liberation Day.”

Macro, Fixed Income
Apr 04, 2025 Chart of the week

When businesses stop investing

So far, Trump’s tariff threats are mainly harming sentiment. That could change quite quickly, in ways that would be hard to undo or mitigate.

Macro, Americas
Results 1-15 of 41
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