Markets and Economy US-China deal provides clarity, a December Fed cut looks uncertain
A US-China trade truce provides temporary relief for global supply chains, while the Federal Reserve asserts its independence.
November 3, 2025
2025 midyear investment outlook: The global reset
While policy and economic uncertainty are high, we are confident in our base case that non-US assets are increasingly attractive.
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Points de vue les plus récents
Markets and Economy New inflation data doesn't change our expectations for Fed easing
While the one-off inflation report from the Bureau of Labor Statistics showed a 3% rise over the past year, we still expect rate cuts to continue.
October 27, 2025
Markets and Economy Fears of a credit crisis, AI bubble overshadow positive indicators
News of defaults and stress from certain US regional banks sparked fears of a credit crisis, but they appear to be isolated events.
October 20, 2025
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