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Global macro research: Editorial committee
30. November 2022
The Global Macro Research Editorial Committee reviews research on thematic long-term investment issues from our global investment teams, and commissions research on topics it believes could be impactful to markets.
Aktuelle Ansichten
Rare earths versus semiconductors – what are they playing at?
10. November 2025
President Trump is playing poker; President Xi is playing weiqi.
Global Macro Research: Navigating the US data shutdown
21. Oktober 2025
The US federal government shutdown has delayed several key economic data releases, forcing markets to pay closer attention to alternative data sources and complicating the Fed’s decision-making process.
Le Déluge: The French pensions problem
17. Oktober 2025
We explore the structural challenges facing the French government.
Le Déluge: The centre cannot hold
10. Oktober 2025
Another month, another failed French government. President Macron’s centrist experiment appears to be reaching an end.
Globale Staatsfinanzen unter die Lupe genommene
08. September 2025
Geopolitischen Spannungen, Schuldenkrisen und Staatspleiten. Wie steht es um die Staatsfinanzen verschiedener Schwellen- und Entwicklungsländer?