The global monetary policy hiking cycle that followed the COVID-19 pandemic was broadly synchronized. However, as central banks normalize monetary policies and cut interest rates, regional economic ...

On 3 March 2025, UBS published its latest Gender Lens Report, which analyzes investments for, by and in women, as well as investment opportunities and challenges for women in the four key areas of ...

Equity markets are not just about economics (equity analysts do not always listen to economists). However, shifting perceptions of economic risk seem to be behind recent US equity market moves. 2025 ...

The S&P 500 fell 2.7% on Monday as markets reacted to signs that the Trump administration could be willing to tolerate a temporary “disturbance” to economic activity and higher inflation in pursuit of ...

US employment grew by 151,000 in February from a downwardly revised 125,000 in the prior month, falling only fractionally below the consensus forecast for 160,000. Annual average earnings grew by 4.0% ...

Having imposed aggressive taxes on US consumers at the start of the week, US President Trump partially retreated from taxing Mexican and Canadian imports yesterday (assuming goods are compliant with ...

In an evolving interest rate environment, loans continue to hold strong appeal for investors. Their floating rate nature, historical resilience, and potential for attractive risk-adjusted returns and ...

Germany’s chancellor-in-waiting on Wednesday unveiled plans for a major boost in defense and infrastructure spending, contributing to a 3.4% rally in the DAX equity index and the swiftest rise in ...

Les actions américaines ont fortement sous-performé leurs homologues non américaines depuis le début de l’année. Nous examinons si cette tendance est appelée à perdurer. Les États-Unis sont pénalisés ...

As we’ve previously discussed, the UK commercial real estate market is showing promising signs of recovery, making it an attractive option for investors. According to our newest forecast, various ...