27/03/2023 Economy & Markets Market nervous on Deutsche Bank, but fundamentals of Europea... Read it to get our latest views on the European bankig sector, recent market volatility and implications for investors.
23/03/2023 Economy & Markets Fed delivers a dovish hike: a rate cycle peak may be close Inflation remains the Fed's main concern. We remain cautious and anticipate market volatility, given the central bank continues to be data dependent.
21/03/2023 Economy & Markets A global assessment of the implications of recent banking se... Assessment of the recent developments related to the banks turmoil and their impact on the economic outlook, central banks, credit, equity banking sectors,...
20/03/2023 Economy & Markets France: The pension reform puts politics under strain, but m... Assessment of the recent developments in France regarding the pension reform approval and the possible scenarios ahead with implications on French equities...
17/03/2023 Economy & Markets ECB increases rates: the job on inflation is not done yet, b... Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
16/03/2023 Economy & Markets European banking sector set to withstand Credit Suisse fragi... Assessment of the recent developments regarding Credit Suisse with views on the European banking sector.
14/03/2023 Economy & Markets No systemic risk from SVB failure, but watch out for areas o... Assessment of the SVB failure and its effects on the banking sector, the financial system and possible impact on central banks policy.
7/02/2023 Economy & Markets Fed continuing to downshift: 31 January-1 February FOMC revi... Review of the February FOMC meeting and its market implications.
3/02/2023 Economy & Markets ECB-inspired rally risks going too far Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
19/12/2022 Economy & Markets Hawkish surprise from the ECB Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
16/12/2022 Economy & Markets Fed: Staying the course until the job is done Understanding the outcome of the December FOMC meeting and its market implications.
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
10/11/2022 Economy & Markets US mid-term election: no red tide Understanding the outcome of the 2022 US mid-term election and its policy, economic, and financial fallout
4/11/2022 Economy & Markets 1-2 November FOMC meeting: debating a downshift, not a pivot Understanding the outcome of the November FOMC meeting and its market implications
28/10/2022 Economy & Markets A dovish pivot from the ECB: Euro bonds back in focus The ECB has turned more dovish suggesting a less aggressive rate hike path ahead.
