Group Research


China’s recovery was strong but uncertainty remains for 2024

Early in the year, China was one of the main reasons for our higher than consensus view on global growth...

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Global trade is set to recover in the coming months

International trade is a key indicator of the dynamism of the global economy. Trade data reflects, like few other indicators,...

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Global growth resilient with little room for positive surprises

Early in the year, negative narratives from investors and analysts dominated the global macro agenda. This followed a particularly arduous...

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Where is the US Federal Reserve heading?

The US Federal Reserve (Fed) has been on the move to revert a decade-long approach of ultra-easy monetary policy since...

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Financial markets point to a weak US economy in 2024

The US economy continues to demonstrate its resilience despite significant headwinds from high inflation, tighter financial conditions, and an uncertain...

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