While some aspects of the new US administration’s program could boost investor optimism, others are likely to have a negative …
Category: Economic outlook
Macroeconomic focus – February 2025
Robust economy and Trump policies could derail inflation
Donald Trump’s inauguration on 20 January was a historic event. Since then, …
Macroeconomic focus – June 2024
Mixed signals
Having slowed sharply in April, job creations recovered more than expected in May, reaching 272,000 according to the …
Macroeconomic focus – October 2023
United States: pockets of resilience
Household spending and the labour market were pockets of resilience for the US economy according …
Economic outlook – September 2023
The US economy has proven remarkably resilient since it displayed signs of deterioration last spring, and the pace of inflation …
Market outlook – January 2023
Bond/currency markets: attractive yields
In the eurozone, the ECB speech on 15 December 2022 was more hawkish than expected, promising …
