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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
By: Francis (Frank) J. Kelly
Initial thoughts on President Biden’s decision to drop out of the race for re-election and his subsequent endorsement of Vice President Harris for the presidency.
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.
Washington was preparing for the festivities and news of the Republican National Convention this coming week and instead is shocked and numbed by the attempted assassination attempt on former President Donald Trump.
Short-term we see only a small chance of a sustainable countermove
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.
Four major geopolitical events unfold this coming week, which we believe will be of significant focus and interest to global markets.
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: David Bianco
U.S. Elections 2024 & Fiscal Repair: Taxes, tariffs or a third choice?
Recession looks likely to be avoided this time
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
