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...
28/06/2022 Economy & Markets Macroeconomic projections for the Italian economy and fixed ... The growth outlook for Italy has been revised down on tighter financing conditions and monetary policy normalization, coupled with the energy crisis in...
21/06/2022 Economy & Markets French elections results open a phase of political gridlock The fragmentation of votes into irreconcilable political blocs with no absolute majority creates a political situation unprecedented under the Fifth Republic.
20/06/2022 Investment Insights ESG journey is set to accelerate in credit markets Last year global sustainable debt issuance hit a record of over $1.4tn, with the overall sustainable debt universe expanding to near $3.4tn.
17/06/2022 Economy & Markets 14-15 June FOMC meeting: Fed becoming worried about inflatio... Understanding the outcome of the June FOMC meeting and its market and implications.
16/06/2022 Economy & Markets A (stag?)flationary tantrum: assessing the current market se... We are entering a tough phase of the regime shift, as the risks over economic growth add to the already hot inflationary backdrop. This means that stagflation...
9/06/2022 Economy & Markets The embarrassing legacy of financial capitalism: implication... Understanding how the legacies of the 'old economy' paved the way for a new macro-financial regime today, and implications for investors.
9/06/2022 Economy & Markets Shifts & Narratives #20 - Stagflation and its roots in capit... Understanding how the misallocation of capital in the last macro-financial regime laid the foundations for the prospect of stagflation today.
3/06/2022 Equity A look under the surface of the first quarter earnings seaso... The excellent results of the first quarter also conceal weaknesses.