The OBBBA fiscal plan impacts US debt, social programs, and economic growth. This article provides a detailed analysis of its short and medium-term economic...

Discover how European markets are becoming increasingly attractive to foreign investors and how they are regaining their place on the world stage.

Discover the geopolitical factors influencing the US-China trade war, the complexities of decoupling, and our insights on the US Treasury market in our...

Discover how Beijing's trade war strategy has shifted from restraint to decisive retaliation. Eroding trust from U.S. 'strategic decoupling' leads to...

In this Investment Talks we explore the main take-aways for investors from the April 2nd tariff announcement by Trump.

In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.

Understanding the outcome of the latest ECB and BoE meetings, and their impact on markets.

Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.

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.

The Talks outlines the investment and geopolitical implications of Fitch's downgrade of its credit rating for the United States.

The Talks elaborates on the banking stress in US and the FOMC May meeting.

The Talks elaborates on the uncertainty around the US Debt Ceiling negotations and how it could evolve.

The Talks elaborates on the banking stress in US and the FOMC May meeting.

The Talks elaborates on why the recent crisis in the banking sector is not a systemic one, and that there are select opportunities among banks.