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How may US policy uncertainty impact the global economy? Discover key trends shaping the new world order. Read our latest insights.
How could potential US tariffs and increased regional spending reshape the Eurozone's economy? Watch Lizzy Galbraith's analysis in our latest video.
Listen to the latest episode of Macro Bytes where we discuss whether the US economic is heading for a recession under President Trump amid elevated uncertainty, federal job cuts, and higher tariffs.
We’ve increased the tariffs we expect in our ‘Trump 2.0’ base case and in our ‘Trump unleashed’ downside scenario, having previously marked up the probability on the latter. Accordingly, we see our ‘Trump delivers for markets’ upside scenario as less likely to occur.
Join us for our latest episode as we explore the results of Germany's national elections and their implications for the country's future, including coalition talks and economic challenges.