Treasury scenarios for 2025: fiscal policy, inflation, and yield projection

A month to shape the future of the global economy

Driverless vehicles are no longer science fiction. The race to dominate the emerging Robotaxi market is heating up as companies push to be the first to hit the roads.

Making tough decisions in tough times: can Europe rise to the challenge?

The final countdown has begun with only two weeks left until the 2024 U.S. presidential election, and people are all in on the betting markets.

The final countdown has begun with only two weeks left until the 2024 U.S. presidential election, and people are all in on the betting markets.

Looking ahead to Q4.

In its documentary aired on 8 October 2024, HBO claims to have uncovered the true identity of Satoshi Nakamoto, the founder of the world’s largest cryptocurrency, Bitcoin.

• Overall, the overall macro and liquidity conditions are rather positive for risk assets. Still, equity market valuations are rich, especially in developed markets and some risks are under-priced. Consequently, while we keep our preference for equities over bonds, we refrain to increase exposure at this stage. We keep our neutral stance on equities. • Our view on Eurozone equities is downgraded from neutral to negative, mainly due to weakening economic trend, while we upgrade our view on emerging markets from negative to neutral (China stimulus, improving earnings dynamic, room for easier monetary policy). • Within rates, we continue to favour the 1-10 years segment over long-dated bonds. • We keep our gold and hedge funds exposure for diversification purposes. Our stance on currency (neutral dollar against major pairs) is unchanged.

With the American presidential elections just a few weeks away, we take a closer look at the economic and social program of the Republican candidate for the White House.