Credit Suisse

Are financial markets wrong to be so obsessed with rate changes?   Until late last year, no American or British investment professional in their 20s – and only very few in their early 30s – had experienced a rise in their domestic interest rate during their working lives. That all changed on December 16, 2015 as the US Federal Reserve finally increased rates and reversed a trend that had dominated financial markets for almost a decade.   And yet, although the rate hike was...

When it comes to global financial markets, China is in the driver’s seat. After it was reported in early January that the world’s second-largest economy grew at its lowest rate in 25 years in 2015, Credit Suisse’s Global Risk Appetite index slipped into panic mode – a rare occurrence that has typically only followed major macro events such as the failure of Bear Stearns or the U.S. sovereign debt downgrade.   China is currently in the midst of what might be called a triple bubble...

Since 2009, Europe’s peripheral economies – Greece, Ireland, Italy, Portugal, and Spain – have tried to dig their way out of a debt crisis by cutting public spending and raising taxes. This year, however, will be different. Fiscal policy in the euro zone is expected to ease for the first time since 2010.   The European economists in Credit Suisse’s Global Markets division say it’s high time fiscal policy loosened in the Eurozone. Had it done so earlier, the region might now be...

We asked three experts for their opinions on democracy, diversity and the impact of debt. Watch the video to hear from former UK Prime Minister and advisor to Credit Suisse Sir John Major, Professor of Global Economic Governance Ngaire Woods, and Credit Suisse Chief Investment Officer Michael Strobaek. Find out more: https://credit-suisse.com/progress Connect with us on: LinkedIn: http://www.linkedin.com/companies/credit-suisse Twitter: http://www.twitter.com/creditsuisse Facebook:...

How can senior management make informed decisions about the challenges and opportunities of the digital revolution? Can we take cyber security seriously without stifling innovation? Watch the video to hear from Professor of Cyber Security Sadie Creese, Behavioral Economist and Credit Suisse Board Member Iris Bohnet, and Credit Suisse Chief Investment Officer, International Wealth Management, Michael O’Sullivan. #WEF Learn More:...

The first few days of 2016 were not kind to European and American equities: They each fell 8 percent in the first nine trading days of the year, the worst-ever start to a new year. But the year’s inauspicious beginning isn’t necessarily a sign of things to come — at least, not for European stocks. From the potential for further easing by the European Central Bank to a resilient regional economy, a host of factors play into an increasingly promising forecast for European...

Rising public debt and a large deficit prompted S&P and Fitch to downgrade Brazilian sovereign debt below investment grade in 2015, and Moody’s is expected to follow suit in the coming months. How much will losing its investment-grade rating really affect the economy? What will it take for Brazil to regain investment-grade status, and how long might that take? Hear economist Norbert Gaillard discuss the ramifications of Brazil’s credit rating at the 2016 Latin America Investment Conference....

Economists and executives at Credit Suisse’s 2016 Latin America Investment Conference agreed that Brazil should make getting its fiscal house in order a top priority. So why hasn’t more been done? Watch the video to hear Mansueto Almeida, a researcher at the Brazilian Institute of Applied Economics (IPEA), explain why Brazil’s budget crisis is such an intractable problem.

China’s ongoing economic slump has sparked turmoil on world markets, but it’s been an outright disaster for Brazil, which ships 40 percent of its exports to the country. Does Chinese demand have further to fall, or is stabilization in the offing? Find out what Credit Suisse Chief Economist James Sweeney had to say at Credit Suisse’s 2016 Latin America Investment Conference about the outlook for China and its consequences for Brazil.

Brazil is a young country, but if current demographic trends continue, it will only be one for another 20 years or so. In the meantime, it has to address its low labor productivity if it wants to stay competitive in global markets. Watch the video of Ricardo Paes de Barros, chair of the Ayrton Senna Institute at Brazilian university Insper, discuss why Brazil needs to avoid quick fixes, and his prescriptions for the future.