Inflation/Deflation
German Inflation Slows To 2-Year Low…
In this Strategy Outlook, we present the major investment themes and views we see playing out for the rest of 2023 and beyond.
Timing The BoJ's Next Move…
US fiscal, monetary, and foreign policies are unlikely to deliver any dovish surprises for investors in Q4, due to the impending government shutdown, persistent inflation, and instability among OPEC+ and China.
The BoE Stands Pat…
Positive Surprises From US Jobless Claims And LEI…
Higher For Longer…
UK Inflation Surprise Opens The Door To A Less Hawkish BoE…
On The Underperformance Of Scandinavian Currencies…
Record German PPI Deflation Confirms Benign Inflation Outlook…