Últimas noticias y análisis

The sticky nature of today’s inflation remains the key risk to the global growth outlook. In this Market Perspective, we explore the macro and market backdrop – including a deep dive into the global inflation trajectory – along with the upcoming political calendar.

It is the worst calendar year return (so far) for bonds, some value may finally be re-emerging in the high-quality government bonds that comprise the core of the global market. Is it time to retire the acronym TINA (‘There is No Alternative’)?

David de Rothschild is appointed Honorary Chairman of the Rothschild & Co Supervisory Board. Marc-Olivier Laurent is appointed Chairman of the Rothschild & Co Supervisory Board

Senior hire strengthens the firm’s Industrials team and further expands the Global Advisory business in North America.

En un mes volátil, los mercados de capitales revirtieron sus ganancias iniciales en agosto: tanto la renta variable como la deuda pública mundial se vieron presionadas después de que la Reserva Federal señalara que los tipos de interés estadounidenses seguirán subiendo y lo harán durante más tiempo.

As a country with an extremely vibrant economy, where personal wealth is growing fast, Israel is a key market for Rothschild & Co, with huge potential for its Wealth Management business

UK inflation, already at uncomfortable levels, is set to grind higher, peaking at 13% by year-end – according to the Bank of England – followed by only a gradual descent to perhaps 6% by the end of 2023.

Will another bad UK CPI hit growth? Real pay fell sharply in the last year after rising unexpectedly over the pandemic. Did consumers get used to that higher level of pay? If not, wiggle room now may be higher.

The US headline inflation rate softened in July, though there is still uncertainty over its trajectory going forward. In this Strategy Blog, we highlight a few important observations which suggest that this may not have been another false summit.

World GDP likely shrunk in Q2 2022 – for the first time since the 2020 pandemic related decrease – owing to economic downturns in China, Russia and the US. Is bad news truly good news?

Senior hire strengthens Debt Advisory team and further expands Global Advisory business in the Americas.

Strong first half performance.