Investor sentiment is downbeat, but not overly bearish. With tightening credit conditions, our US growth outlook is lower compared to the IMF’s, while...

The Talks elaborates on the banking stress in US and the FOMC May meeting.

The Talks elaborates on why the recent crisis in the banking sector is not a systemic one, and that there are select opportunities among banks.

To understand the impact of the recent Trump indictment on US politics and beyond.

The transition to a greener economy presents risks and opportunities for investors and calls for a new approach to portfolios.

Financial stability concerns to tip the balance towards a US recession.

Core inflation has been persistent across both the United States and the Eurozone, slightly reversing previous indications of a smoother path and a faster...

Read it to get our latest views on the European bankig sector, recent market volatility and implications for investors.

Inflation remains the Fed's main concern. We remain cautious and anticipate market volatility, given the central bank continues to be data dependent.

Assessment of the recent developments related to the banks turmoil and their impact on the economic outlook, central banks, credit, equity banking sectors,...

Assessment of the recent developments in France regarding the pension reform approval and the possible scenarios ahead with implications on French equities...

Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.

Assessment of the recent developments regarding Credit Suisse with views on the European banking sector.

Assessment of the SVB failure and its effects on the banking sector, the financial system and possible impact on central banks policy.