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
19/12/2022 Economy & Markets Hawkish surprise from the ECB Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
16/12/2022 Economy & Markets Fed: Staying the course until the job is done Understanding the outcome of the December FOMC meeting and its market implications.
21/11/2022 Economy & Markets UK Fiscal Budget: main political, social and market implicat... Understanding the latest UK budget and its main political, social and market implications
10/11/2022 Economy & Markets US mid-term election: no red tide Understanding the outcome of the 2022 US mid-term election and its policy, economic, and financial fallout
4/11/2022 Economy & Markets 1-2 November FOMC meeting: debating a downshift, not a pivot Understanding the outcome of the November FOMC meeting and its market implications
28/10/2022 Economy & Markets 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.