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RC-2023.03-ECB-increases-rates-Slider

Economy & Markets

ECB increases rates: the job on inflation is not done yet, but expect a softer path

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

RC-2023.03-GIV-Slider

Investment Views

Global Investment Views - March 2023

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

RC-2023-02-This-Months-Topic-Slider

Economy & Markets

Why and what if inflation falls faster than expected?

High inflation has not triggered a wage-price spiral in the advanced economies. Monetary tightening has contained inflation expectations and a continued firm...

RC-2022.11-ecb-meeting-slider

Economy & Markets

Hawkish surprise from the ECB

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

Research Center - 2022.10 - A dovish pivot from the ECB

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.

rc-2022.10-thematic1-slider

Economy & Markets

TLTRO in the context of ECB policy normalisation

TLTRO repayments and redemptions will drive incoming ECB passive QT over the next few quarters.

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