18/12/2023 Economy & Markets ECB on hold supportive for Euro credit markets and govies Understanding the outcome of the latest ECB and BoE meetings, and their impact on markets.
18/12/2023 Fed and ECB: towards rate cuts in 2024 The Fed was clearly dovish, judging from its statement, revised projections and press conference. The ECB committee was more prudent, yet still paving...
14/11/2023 Economy & Markets Central banks’ unwinding will put more public debt in market... Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.
17/10/2023 Economy & Markets Central banks’ endgame: a new policy paradigm Dive into the effects of central bank balance sheet normalization on financial markets, government bond yields, and the evolving investment landscape....
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
11/07/2022 Economy & Markets UK Leadership Change: Economic and market implications With the economic situation having deteriorated considerably since the beginning of the year, it is vital for the Conservative Party to agree on a new...
