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Turning neutral on DM equities

Editor - LMF International - 24/05/2022 08:51:48 (updated 24/05/2022 16:26:31)

• We cut developed market (DM) equities to neutral on a risk of the Fed talking itself into overtightening policy… »

Inflation, War, And COVID Drag On

Editor - LMF International - 20/05/2022 11:30:09 (updated 20/05/2022 17:59:38)

Headwinds Are Eroding Credit Buffers On May 17, we announced downward revisions to our global macroeconomic base-case forecasts of between… »

European banks: strong profits, capital buffers protect creditors from softening macro outlook

Editor - LMF International - 19/05/2022 11:52:29 (updated 19/05/2022 13:20:09)

At times of great uncertainty, it is useful to step back from the ambitious and often near-impossible goal of forecasting… »

Ukraine – Three scenarios, and a global slowdown

Editor - LMF International - 04/04/2022 11:28:56 (updated 04/04/2022 17:27:45)

Quagmire the central case. The situation in Ukraine remains very fluid. Our central case assumes a protracted crisis, keeping the… »

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