Assessment of the recent developments related to the banks turmoil and their impact on the economic outlook, central banks, credit, equity banking sectors,...

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

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

Review of the February FOMC meeting and its market implications.

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.

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

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

Understanding the outcome of the December FOMC meeting and its market implications.

The economic backdrop foreseen for the next 12 months suggests that the ongoing correction will continue through the first half of 2023, featuring a profits...

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....

Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.

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

Understanding the macroeconomic and investment outlook for 2023.

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