Research

Market Turmoil: Japan’s fiscal expansion shock, Trump tests limits at home and abroad

03 Feb 2026
4 min.

Commodities Markets: Exploring Key themes for 2026

30 Jan 2026
4 min.

2026: Entering a New Market Regime

22 Jan 2026
5 min.

French Outlook: Economic Resilience Despite Political Tension

21 Jan 2026
5 min.

Venezuela: What’s Next?

06 Jan 2026
4 min.

Outlook 2026: AI – Realities, Dynamics, Risks

04 Dec 2025
6 min.

Trade, Tech, Green, Defense: One Battle After Another

04 Dec 2025
7 min.

Fiscal Dominance: Balancing Bond Uncertainty

04 Dec 2025
4 min.

Anatomy of a Perfect Storm

01 Dec 2025
1 min.

Maintain course amid structural uncertainty: Huw Pill’s monetary policy perspective

22 Nov 2025
4 min.

Logistics, Residential, Hospitality: The Golden Triangle

18 Nov 2025
1 min.

Infraday 2025: Unlocking Growth-Induced Challenges

16 Nov 2025
8 min.
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