Professionele belegger

Voor professionele beleggers die namens iemand anders beleggingen beheren.​

Landsite wijzigen
LoginOpens in new window
  1. Startpagina
  2. Inzichten en onderzoek
Will Sunak be able to deliver on his key ‘promises’, the developments around a green industrial strategy, and the outlook for the forthcoming UK local elections?

Podcast

Related articles

Global Macro Research1 min Lees

What does Trump’s win mean for emerging markets?

The return of Donald Trump to the White House opens the door to a wide range of shocks for emerging markets, both positive and negative.

What does Trump’s win mean for emerging markets?
Global Macro Research1 min Lees

Markets will have to wait for Chinese stimulus

Chinese policymakers announced a RMB 10 trillion debt swap, providing some breathing room for cash-strapped local governments. Additional support for consumers and businesses should eventually arrive, not least because stimulus will be necessary to offset another trade war under President Trump. But the focus on derisking and shoring up balance sheets may continue to disappoint market expectations for big stimulus.

Markets will have to wait for Chinese stimulus
Global Macro Research23 min Listen

What does Trump mean for the economy?

Join Macro Bytes to dissect the US election results, Trump's policy agenda and its market implications, with expert insights from the team

What does Trump mean for the economy?
Global Macro Research1 min Lees

US Election: It’s Trump. What's next?

Markets are focusing on the reflationary aspects of Trump’s agenda. This has meant a stronger dollar, higher yields, US equites up, and oil lower. But these moves may evolve as different aspects of Trump’s economic agenda shift in and out of focus. Higher nominal GDP growth and higher-than-otherwise interest rates are the macro implications we are most confident about for now.

US Election: It’s Trump. What's next?
Global Macro Research0 min Listen

A budget for growth, or for higher gilt yields?

New fiscal rules, elevated taxes, higher government borrowing, and boosts to public expenditure. As financial markets assess these changes, discover our perspective on the UK budget and its potential impact on growth.

A budget for growth, or for higher gilt yields?