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Analyses of current macro and market developments

April 22, 2024

News

Paris Olympics 2024: Costs under control, unless we’re talking about real estate

    This summer, 16 million visitors are expected to descend upon Paris for the 2024 Olympics. For the host country, the Games can be a costly affair. In 2016, for example, the state of Rio de Janeiro defaulted after event-related costs caused its debt...

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March 11, 2024

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Are we watching an AI bubble inflate?

After hitting a new all-time high at the beginning of March, the S&P 500 might be on track for one of its best first quarters in decades. However, the gains are almost exclusively powered by a handful of large technology firms that are benefitting from...

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March 7, 2024

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Weighing the impact of global warming on Europe’s winter economy

  It’s peak ski season, but snow sport aficionados are arriving on European slopes to discover that a crucial ingredient is in short supply: snow. In the Alps, the world’s most popular ski destination, regions that depend on ski tourism are in a race against...

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January 25, 2024

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Video summary of our Outlook 2024

In 2023, markets have navigated between optimism and pessimism, but landed on the optimist shore In 2024, we should continue to see volatility dictated by the evolution of Central Bank policies So be prepared to be active on equity, and enjoy the income generated by...

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January 23, 2024

News

2024: A moment of truth for the global economy

2024 will usher in the Chinese year of the dragon, considered the luckiest sign of the zodiac. This, and the fact that 24 is the carat count of pure gold, might be taken as an omen of a fortuitous year ahead. However, as BIL explains...

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