Macro research – Our analysis of financial markets and the economy
Our macro research focuses on estimates, comments and forecasts regarding the economy, interest rates, currencies and developments on the global financial markets. Our analyses and forecasts are geared towards fundamental factors as well as short-term observations that are very close to the market. The Macro Research team has regularly received awards from various independent institutions for the accuracy of its forecasts.
Outlook and forecasts
Economic Adviser May 2023 english // Topics: Special: ECB enters the home stretch of its rate-hike cycle // USA: Rougher times ahead for the economy // Euroland: Higher growth momentum from Q2 onwards // Germany: Recession averted, but momentum to remain subdued in 2023 // Switzerland: Sentiment stable - SNB rate hike in June // Japan: Inflation needs to be kept an eye on // China: Beijing reports return to solid growth // Britain: Central bank needs to stay on the ball // Portfolio strategies // Overview of forecastsEconomic Adviser May 2023 english (PDF, 1 MB)
Research | Macro Research / Chief Economist