Economy & Markets
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Monthly Cross Asset 2.12.2022 When fiscal policy puts the European institutions under pressure

After several months of informal negotiations, the European Commission proposed on 9 November a reform of the Stability and Growth Pact (SGP) to be debated. Only the broad outlines of the reform have been presented.

More 5 to 10 minutes
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Investment Outlook 21.11.2022 2023 Investment Outlook - Some light for investors after the storm

Understanding the macroeconomic and investment outlook for 2023.

More > 10 minutes
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Investment Talks 21.11.2022 UK Fiscal Budget: main political, social and market implications

Understanding the latest UK budget and its main political, social and market implications

More > 10 minutes
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Investment Talks 10.11.2022 US mid-term election: no red tide

Understanding the outcome of the 2022 US mid-term election and its policy, economic, and financial fallout

More > 10 minutes
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Monthly Cross Asset 7.11.2022 False sense of security from easing energy prices

Natural gas prices have plunged since their summer peak, supported by ample stocks and by the EU emergency measures.

More 5 to 10 minutes
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Investment Talks 4.11.2022 1-2 November FOMC meeting: debating a downshift, not a pivot

Understanding the outcome of the November FOMC meeting and its market implications

More 5 to 10 minutes
Research Center - 2022.10 - A dovish pivot from the ECB
Investment Talks 28.10.2022 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.

More 5 to 10 minutes
Research Center - 2022.10 - Emerging Markets Charts and Views - EM investing after the great repricing
Insights Paper 27.10.2022 Emerging Markets Charts and Views - EM investing after the great repricing

Emerging Markets investing after the great repricing

More > 10 minutes
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Investment Talks 28.09.2022 UK market turmoil points towards further volatility in global currencies

Understand recent market reaction to the UK budget proposal that had significant market impact on the Sterling and look into what are the implications on global currencies.

More < 5 minutes

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