Central Banks

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ECB QE Monitor 20.09.2021 ECB QE Monitor - September 2021

The Eurosystem started its QE in March 2015

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Global Investment Views 1.09.2021 Global Investment Views - September 2021

Equities have remained buoyant over the past weeks despite some challenges (China regulation, Afghanistan crisis), primarily due to the exceptional earnings sea...

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Global Investment Views 28.07.2021 Global Investment Views - August 2021

The past weeks have confirmed that phase one of the ‘great recovery’ is now behind us. We have entered a new sequence: PMIs decelerating from their peaks and co...

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ECB QE Monitor 9.07.2021 ECB QE Monitor - July 2021

The Eurosystem started its QE in March 2015

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Monthly Cross Asset 2.07.2021 DM monetary policies are at a crossroads

Central banks have put in place ultra-accommodative monetary policiesto support economies during the Covid crisis.

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Monthly Cross Asset 2.07.2021 EM monetary policies normalisation as the low tide is getting higher

The monetary policy conditions in the emerging markets are still definitely dovish.

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Monthly Cross Asset 2.07.2021 Euro fixed income: EGB supply/demand dynamics to improve in H2-21

EMU-10 EGB net issuance, net of ECB QE purchases, is likely to be negative in H2 this year for three main reasons: 1) front loading of sovereign debt supply in ...

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Investment Outlook 28.06.2021 H2 2021 Investment Outlook - Inflation blows on markets, and investors...

We are already reaching the peak of economic acceleration. What matters going forward is what will be left of this bounce in growth and inflation.

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ECB QE Monitor 15.06.2021 ECB QE Monitor - June 2021

The Eurosystem started its QE in March 2015

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