19/11/2025 Fixed Income & FX Fixed income in the new policy order As US fiscal expansion tests Fed independence, tilt to investment grade credit and European peripheral debt.
6/03/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - March 2023 Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have...
20/02/2023 Geopolitics A year of war in Ukraine: accelerating the energy transition... The war in Ukraine has had a marked impact on the global economy, redrawing national and international priorities. Investors need agility to cope with...
8/02/2023 Economy & Markets Why and what if inflation falls faster than expected? High inflation has not triggered a wage-price spiral in the advanced economies. Monetary tightening has contained inflation expectations and a continued firm...
3/02/2023 Economy & Markets ECB-inspired rally risks going too far Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
