Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.

The Talks discusses about the rating agencies reviews of Italian debt and the prospects for the country's economic growth.

Dive into the effects of central bank balance sheet normalization on financial markets, government bond yields, and the evolving investment landscape....

Find the latest edition of our monthly publication. The focus is on the Eurozone and its economy under scrutiny, as the policy support fades.

Macroeconomic forecasts

End in sight: Bank of Japan to complete policy normalisation

Much less fiscal policy support will likely constrain domestic demand and higher-for-longer interest rates will make monetary policy even more restrictive.

Understanding the debate over the potential benefits and risks of Central Bank Digital Currencies.

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

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

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

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

The ECB has turned more dovish suggesting a less aggressive rate hike path ahead.

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