31/03/2025 Economy & Markets The direction of long term rates in an era of high debt High public debt and adverse demographics suggest long-term interest rates may remain elevated, with increased volatility and global contagion risks.
11/03/2025 Economy & Markets Tariffs and European news fuel volatility In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.
6/02/2025 Economy & Markets What Trump 2.0 means for the economy and 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...
18/12/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - December 2024 The article reviews the ECB's rate cuts as inflation drops to 2.2%, forecasting a terminal rate of 1.75% by 2025.
10/10/2024 Economy & Markets Draghi’s report: a call to action for Europe’s competitivene... Mario Draghi’s report on Europe’s declining competitiveness poses a significant challenge for policymakers. While it has broad support, implementation...
12/03/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - March 2024 Stay informed on finance with our expert analysis. Explore macroeconomic trends, Eurozone PMIs, emerging markets, central bank updates & geopolitical...
12/03/2024 Economy & Markets 6 questions concerning the weakness behind US resiliency Stay informed on US economy trends in finance. Discover insights on deceleration signs, rising delinquency rates, and the impact of restrictive monetary...