5/03/2025 Fixed Income & FX Credit markets remain appealing for income-seeking investors In 2025, credit markets remain attractive for income-seeking investors, supported by resilient economic activity, solid corporate fundamentals, and favorable...
2/12/2022 Fixed Income & FX European fixed income: the difficult equation if the energy ... Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.
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
12/10/2022 Economy & Markets TLTRO in the context of ECB policy normalisation TLTRO repayments and redemptions will drive incoming ECB passive QT over the next few quarters.
28/09/2022 Fixed Income & FX UK market turmoil points towards further volatility in globa... Understand recent market reaction to the UK budget proposal that had significant market impact on the Sterling and look into what are the implications...
27/09/2022 Economy & Markets Italy election: no major surprise from the polls, maybe pos... Election outcome and political scenario: The centre-right coalition won Italy’s general election on 25 September, with approximately 44% of votes.
29/06/2022 Economy & Markets Focus on Spain: macroeconomic projections and fixed income v... The energy crisis in Europe, coupled with supply chain bottlenecks worldwide, and accelerated monetary tightening are the major headwinds for the Eurozone...