Economic Insights

Jan 23, 2026

Eyes back on the Fed (and on interventionist financial policies)

We continue to expect only one rate cut (-25bps to 3.50%) from the Fed this year. This cut is now expected in June instead of March, which confirms a normalization of monetary policy to neutral settings. A May surprise (-50bps) and resumption of an easing cycle could spook investors.

Jan 20, 2026

The heat is on: Unlocking Germany’s heat-pump potential

Germany’s path to net-zero runs through its homes and buildings.

Jan 16, 2026

Geopolitics heats up from Venezuela, to Greenland to Iran, but investors shrug. For how long?

2026 started off on a strong footing with geopolitics taking on center stage, again.

Dec 17, 2025

Economic outlook 2026-27: Stretching the limits

Global GDP growth remains strong... for now.

Dec 11, 2025

What to Watch 11 December 2025

France budget short of savings, Europe’s climate tools to test affordability and competitiveness and central banks week ahead

Dec 10, 2025

Convertible bonds: The financial roadster for dynamic markets

From niche market to the center of attention? Convertible bonds are often overlooked in asset allocation but their performance in 2025 has sprung them into the spotlight.

Dec 05, 2025

What to Watch 05 December 2025

Fed preview, AI bubble risks for households and a softening tone on tariffs – for now

Dec 02, 2025

High hopes, heavy footprint: Aviation’s quest for climate-neutral skies

Aviation is one of the hardest sectors to align with global climate-neutrality goals by 2050.

Nov 28, 2025

What to Watch 28 November 2025

AI bubble o’clock, Japan’s spendy stimulus and EM central banks hit a fork in the road