15/12/2023 Economy & Markets Dovish Fed contemplates rate cuts: risks to weaker US growth persist Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.
26/05/2023 Economy & Markets Seven questions for investors on the US debt ceiling The Talks elaborates on the uncertainty around the US Debt Ceiling negotations and how it could evolve.
9/05/2023 Economy & Markets Stress in US regional banks continues, while the Fed moves towards a pause The Talks elaborates on the banking stress in US and the FOMC May meeting.
7/04/2023 Economy & Markets Potential Opportunities in the US Banking Sector 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.
21/03/2023 Economy & Markets A global assessment of the implications of recent banking sector developments Assessment of the recent developments related to the banks turmoil and their impact on the economic outlook, central banks, credit, equity banking sectors,...
16/03/2023 Economy & Markets European banking sector set to withstand Credit Suisse fragility 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 of vulnerability Assessment of the SVB failure and its effects on the banking sector, the financial system and possible impact on central banks policy.
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.
5/04/2022 Geopolitics US economy and markets look resilient regarding the Russia-Ukraine crisis Update on Ukranian crisis focusing on US economy and investment implications
25/03/2022 Geopolitics A more fragmented Emerging Markets world amid the Russia-Ukraine crisis The economic impact stemming from the crisis will be uneven across countries, with some economies potentially benefitting from the commodity boost and...