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.
23/09/2022 Economy & Markets 20-21 September FOMC meeting: the move into restrictive terr... Understanding the outcome of the July FOMC meeting and its market and implications.
13/09/2022 Economy & Markets ECB meeting: bold rate hike; watch out for more to come Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
13/09/2022 Economy & Markets Reassessing the view on Europe: hot questions for investors To understand how the stagflationary environment in Europe affects the region's markets.
29/07/2022 Economy & Markets July 26-27 FOMC Review: Maintaining a Hawkish Course Understanding the outcome of the July FOMC meeting and its market and implications.
29/07/2022 Economy & Markets Gas rationing impact on European economy The partial shutoff of gas deliveries is already affecting European growth momentum. Discover what could be the economic impact of a total cutoff and...
22/07/2022 Economy & Markets ECB meeting: larger-than-expected rate hike, with new fragm... July meeting: The ECB hiked its three key interest rates by 50bp for the first time in more than a decade, bringing its rates out of negative territory.
22/07/2022 Economy & Markets Italy swimming in uncertain waters as PM Draghi resigns Italian government crisis, likely outcome: snap elections the most likely outcome. Prime Minister Draghi would remain at the helm of a caretaker government,...
11/07/2022 Economy & Markets UK Leadership Change: Economic and market implications With the economic situation having deteriorated considerably since the beginning of the year, it is vital for the Conservative Party to agree on a new...
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...
21/06/2022 Economy & Markets French elections results open a phase of political gridlock The fragmentation of votes into irreconcilable political blocs with no absolute majority creates a political situation unprecedented under the Fifth Republic.
17/06/2022 Economy & Markets 14-15 June FOMC meeting: Fed becoming worried about inflatio... Understanding the outcome of the June FOMC meeting and its market and implications.
16/06/2022 Economy & Markets A (stag?)flationary tantrum: assessing the current market se... We are entering a tough phase of the regime shift, as the risks over economic growth add to the already hot inflationary backdrop. This means that stagflation...
9/05/2022 Economy & Markets 3-4 May FOMC meeting: 50bp interest rate hike is bullish for... Understanding the outcome of the May FOMC meeting and its market and implications