The macroeconomics of climate risk
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The latest industrial production (IP) data for the eurozone disappointed last week, with output across the bloc dragged down by Germany and France.
The tug-of-war between trade tensions and easy monetary policy has been evenly balanced so far this year. However, the balance might be shifting as policy shows signs of fatigue and trade war concerns persist despite a Trump Administration decision
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
A new trade announcement from the Trump administration has comprehensively overshadowed the Federal Reserve’s first rate cut since the financial crisis. What impact will the most recent round of tariffs have on the economy and on markets?
Key issues for bond investors supported from research across fixed income sectors.