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

Current issue

NORD/LB Economic Adviser February 2023 / Topics: The global stock market and US monetary policy / USA: Fed no longer helping the US dollar / Euroland: Gradual inflation easing - ECB stays hawkish / Germany: Economy doing better than expected / Switzerland: Lower inflation takes pressure off the SNB / Japan: Central bank under pressure to take action / China: Rather lacklustre - but recovery foreseeable / Britain: Gas prices make for a slightly brightened outlook / Portfolio strategies / Overview of forecasts

NORD/LB Economic Adviser February 2023 // Topics: The global stock market and US monetary policy / USA: Fed no longer helping the US dollar / Euroland: Gradual inflation easing - ECB stays hawkish / Germany: Economy doing better than expected / Switzerlan (PDF, 2 MB)

Further issues

NORD/LB Economic Adviser Outlook 2023: Global downturn and persistent inflation pose a dilemma for central banks // USA: US economy feels the impact of higher interest rates // Euroland: ECB resolute in fighting inflation // Germany: Mild recession - low (PDF, 2 MB)
NORD/LB Economic Adviser November 2022 (PDF, 2 MB)
NORD/LB Economic Adviser October 2022 (PDF, 1 MB)
NORD/LB Economic Adviser September 2022 (PDF, 2 MB)
NORD/LB Economic Adviser July 2022 - Topics: ECB initiates a turning point in monetary policy and is concerned about spreads / USA: FOMC goes hyperactive! / Euroland: Growth slowdown, Inflation hits record high ECB decides historic U-turn / Germany: Loo (PDF, 1 MB)
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