7/10/2026 Economy & Markets Markets weigh rising yields and AI exuberance Understand what is driving the recent rise in bond volatility and what higher yields could mean for investors across fixed income and equities.
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.
15/12/2023 Economy & Markets Dovish Fed contemplates rate cuts: risks to weaker US growth... Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.
27/10/2023 Economy & Markets A view on Italy and its government debt The Talks discusses about the rating agencies reviews of Italian debt and the prospects for the country's economic growth.
10/10/2023 Geopolitics Five questions on the recent escalation in Israel The Talks outlines the investment and geopolitical implications of the recent terrorist attacks on Israel
8/08/2023 Economy & Markets US credit rating downgrade: investment implications The Talks outlines the investment and geopolitical implications of Fitch's downgrade of its credit rating for the United States.
28/07/2023 Economy & Markets Fed moving to a pause with a very data-dependent approach The Talks elaborates on the banking stress in US and the FOMC May meeting.