5/12/2024 Emerging Markets A short-lived crisis with long-lasting implications: first take on South Korea’s political event This paper examines the fallout of South Korea's political turmoil
9/05/2023 Economy & Markets Stress in US regional banks continues, while the Fed moves t... The Talks elaborates on the banking stress in US and the FOMC May meeting.
7/04/2023 Economy & Markets Potential Opportunities in the US Banking Sector 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.
7/04/2023 Economy & Markets Trump indictment: implications for US politics and assets To understand the impact of the recent Trump indictment on US politics and beyond.
27/03/2023 Economy & Markets Market nervous on Deutsche Bank, but fundamentals of Europea... Read it to get our latest views on the European bankig sector, recent market volatility and implications for investors.
23/03/2023 Economy & Markets Fed delivers a dovish hike: a rate cycle peak may be close Inflation remains the Fed's main concern. We remain cautious and anticipate market volatility, given the central bank continues to be data dependent.
21/03/2023 Economy & Markets A global assessment of the implications of recent banking se... Assessment of the recent developments related to the banks turmoil and their impact on the economic outlook, central banks, credit, equity banking sectors,...