20/02/2024 Economy & Markets Credit markets in focus in 2024 Discover investment opportunities in the resilient credit markets of 2024, with attractive valuations in Eurozone investment grade credit and promising...
15/12/2023 Economy & Markets Higher rates will start to bite the corporate sector in 2024 Navigate the evolving business landscape with insights on the anticipated intensification of rate increases in 2024. Discover how businesses have leveraged...
27/10/2023 Economy & Markets A view on Italy and its government debt The Talks discusses about the rating agencies reviews of Italian debt and the prospects for the country's economic growth.
10/02/2023 Economy & Markets Italy: where prudence meets potential As the largest beneficiary of the Next Generation EU post-pandemic reconstruction plan, Italy has a unique opportunity to modernise its economy through...
26/01/2023 Economy & Markets Bonds are back: credit markets in focus during 2023 Understanding the outlook for credit markets in 2023
21/11/2022 Economy & Markets UK Fiscal Budget: main political, social and market implicat... Understanding the latest UK budget and its main political, social and market implications
12/10/2022 Economy & Markets TLTRO in the context of ECB policy normalisation TLTRO repayments and redemptions will drive incoming ECB passive QT over the next few quarters.
27/09/2022 Economy & Markets Italy election: no major surprise from the polls, maybe pos... Election outcome and political scenario: The centre-right coalition won Italy’s general election on 25 September, with approximately 44% of votes.
29/06/2022 Economy & Markets Focus on Spain: macroeconomic projections and fixed income v... The energy crisis in Europe, coupled with supply chain bottlenecks worldwide, and accelerated monetary tightening are the major headwinds for the Eurozone...
28/06/2022 Economy & Markets Macroeconomic projections for the Italian economy and fixed ... The growth outlook for Italy has been revised down on tighter financing conditions and monetary policy normalization, coupled with the energy crisis in...
6/05/2022 Economy & Markets Upward pressures on inflation are the major market driver We expect central banks to remain on the hawkish side as long as inflation expectations remain on the upside, as central banks are afraid of losing their...
5/04/2022 Economy & Markets Credit markets: more attractive valuations but we remain cau... Valuations are now a little more attractive. However, the environment remains challenging, particularly in Europe.
5/01/2022 Economy & Markets Central banks: a successful hawkish turn The three major central banks issued restrictive signals last week. The banks have succeeded in changing the course of their monetary policies without...
17/01/2020 Economy & Markets Economic resilience, Fed and elections to drive US markets i... 2019 proved a strong year for US assets, with US equity markets recording the strongest annual total return since 2013 and the US aggregate bond index...
14/11/2018 Economy & Markets What lies ahead for the US economy and markets? The robust performance of the US economy in 2018 has led to the supremacy of US risk assets compared to the rest of the world.