Skip to main content

Research

Select an area
Research
Outlook
News found: 105
Global Outlook
Outlook H2 2026 - Go with the flow
Over the next six months, we expect growth to remain close to potential in the United States and slightly below potential in the Euro Area. The disinflationary trend is expected to continue, with inflation moving towards the targets set by the Fed and the ECB by year-end. In China, growth continues to be supported by exports, while domestic demand remains weak. We expect the PBoC to maintain an accommodative stance through the end of the year.
Close-up of a modern building facade with geometric, metallic patterns and tall vertical glass windows reflecting light. 07.08.26
Rates strategy
UST: No need to take further risks
Tactically LONG on USTs
06.24.26
Equity strategy
Turning NEUTRAL
Tactical NEUTRAL
06.24.26
Investment Outlook
PATIENCE IS A VIRTUE
Remain LONG USTs, move to NEUTRAL on equities
06.24.26
Macro Outlook
CRUISE (IN) CONTROL
May the potential be with U(S)
06.24.26