29/04/2024 Euro area: Worst over, slow recovery ahead Euro area business climate indicators are gradually picking up, providing a positive backdrop for European markets.
17/04/2024 Cross Asset Research Cross Asset Investment Strategy - April 2024 Explore the Cross Asset Investment Strategy for April 2024 focusing on European equities' potential amidst a global economic rebound.
17/04/2024 Economy & Markets Macroeconomic and financial market forecasts - April 2024 Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of April 12, 2024. Get insights crucial for informed decision-making...
17/04/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - April 2024 Discover how the Bank of Japan's shift to traditional monetary strategies is reshaping investment landscapes. Essential insights for investors.
16/04/2024 Economy & Markets A window of opportunity for European equities Discover the potential of small-cap and value stocks as they begin to outperform, offering a unique investment window amid global economic recovery.
12/03/2024 Cross Asset Research Cross Asset Investment Strategy - March 2024 Explore the intricacies of global finance with insights on US economic indicators, emerging market trends, and macroeconomic forecasts. Delve into the...
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 Macroeconomic and financial market forecasts - March 2024 Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of March 7, 2024. Get insights crucial for informed decision-making...
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...
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.
3/01/2023 Economy & Markets A strained German economy can be good news for Europe The energy crisis resulting from the war in Ukraine has altered profoundly Europe’s economic performance and prospects.
2/12/2022 Economy & Markets When fiscal policy puts the European institutions under pres... After several months of informal negotiations, the European Commission proposed on 9 November a reform of the Stability and Growth Pact (SGP) to be debated....
2/12/2022 Fixed Income & FX European fixed income: the difficult equation if the energy ... Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.
7/11/2022 Economy & Markets False sense of security from easing energy prices Natural gas prices have plunged since their summer peak, supported by ample stocks and by the EU emergency measures.
3/02/2022 Economy & Markets European strategic sovereignty must be an investment opportu... The concept of strategic sovereignty goes far beyond the issues of security and defence. It also assumes relative self-sufficiency, and the ability to...