15/09/2023 Cross Asset Research Cross Asset Investment Strategy - September 2023 Find the latest edition of our monthly publication. The focus is on the Eurozone and its economy under scrutiny, as the policy support fades.
15/09/2023 Economy & Markets Macroeconomic and financial market forecasts - September 2023 Macroeconomic forecasts
15/09/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - September 2023 End in sight: Bank of Japan to complete policy normalisation
15/09/2023 Economy & Markets The Eurozone economy under scrutiny, as the policy support fades Much less fiscal policy support will likely constrain domestic demand and higher-for-longer interest rates will make monetary policy even more restrictive.
8/02/2023 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...
12/10/2022 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.
11/07/2022 Economy & Markets The ECB’s ability to raise rates will depend on the strength of the antifragmentation tool The ECB is determined to tighten its monetary policy in the face of record high inflation levels.
3/06/2022 Economy & Markets Only innovation in fiscal and monetary rules will make the Eurozone viable As crises unfold, structural and governance issues tend to become more and more important.
6/05/2022 Economy & Markets Upward pressures on inflation are the major market driver We expect central banks to remain on the hawkish side as long as inflation expectations remain on the upside, as central banks are afraid of losing their...
7/05/2021 Capital Market Assumptions Asset Class Returns Forecasts - Q2 - 2021 With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.