In this Investment Talks we explore the main take-aways for investors from the April 2nd tariff announcement by Trump.

"Scenarios, Risks and Macroeconomic Forecasts - March 2025" examines critical economic scenarios and associated risks impacting market dynamics.

In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.

Find the latest edition of our monthly publication, focusing on the evolving European political landscape and Eurozone markets.

The article reports that January's Consumer Price Index (CPI) rose by 0.5%, reaching an annual rate of 3.0%, and discusses core inflation drivers and...

Trump’s tariff announcements have taken centre stage, with markets focusing on their impact on growth and inflation.

Find the latest edition of our monthly publication. The focus is on US and the impact of Trump administration's policies across the markets.

The article analyzes the effects of Trump's second term on the global economy and markets, focusing on tariffs, inflation, and trade relations, particularly...

The recent developments in artificial intelligence brought volatility in the equity market suggesting for more diversification and attention to valuations.

A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.

Find the latest edition of our monthly publication. The focus is on China's economy as we enter the year of the snake.

A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.

Negative years like 2018 and 2022 are often followed by strong recoveries, as seen in 2023 and 2024.

A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.

Find the latest edition of our monthly publication. The focus is on Germany's economy and the upcoming elections.