Linking Economic Fundamentals to Growth Forecasting
The final goal of our macroeconomic framework is to try to understand in which stage of the cycle the economy is as well as which are the risks that can trigger a change to a new stage.
Shaping Trends
Shaping Trends
These articles deliver comprehensive and in-depth analysis of the most relevant market themes, examining how they influence both current conditions and long-term investment opportunities. Each piece goes beyond the surface, exploring structural forces, macroeconomic drivers, and the underlying dynamics that shape global markets and asset allocation strategies.
By combining rigorous research with forward-looking perspectives, the series aims to provide investors with actionable insights and a clearer understanding of complex financial trends. Ultimately, these articles serve as a trusted resource to support strategic thinking, informed decision-making, and the development of resilient investment approaches for the future.
Investment & Consumption Fundamentals II
We turn our attention to those key drivers across four critical components: business investment, residential investment, structures investment, and private consumption.
US second-quarter GDP growth rate revised up to 3.8%
US second-quarter GDP growth rate revised up to 3.8%