Global Macro Research Hub
Aktuelle Ansichten
Global Macro Research - The Politics of ESG
07. Mai 2024
Sustainability is often viewed as extraneous to a business. However, managing the impact of externalities is a precondition for any business.
Global Macro Research - US Election 2024: An early look
03. Mai 2024
An early look at implications of the US Presidential election.
The AI awakening: Productivity and the future of work
01. Mai 2024
Erik Brynjolfsson, one of the most-cited authors on the economics of information, examines the potential effects that artificial intelligence may produce on economies, living standards and society.
Weitere Inhalte
The unexpected resilience of global housing markets
19. März 2024
Global housing markets have held up better than expected through the rate hiking cycle. We think this strength could mean a slower rate cutting cycle than markets expect.
The scientific scrutiny of sustainability
11. März 2024
Alex Edmans, Professor of Finance at London Business School, explains how confirmation bias can be a challenge when it comes to sustainability and investment.
Asset returns post rate peaks
30. Januar 2024
Markets are pricing in the end of the rate cycle, and if they are correct then asset prices have historically performed well in the period between the last hike and the first cut.
Geopolitik meets Märkte
11. Dezember 2023
Geopolitik meets Märkte: Neues ökonomisches Koordinatensystem
The case for a higher neutral interest rate
06. November 2023
In our view, the level of real interest rates at which central bank policy is neither stimulating or restricting growth has moved upwards.
