2/03/2026 Economy & Markets Implications of US-Israel strikes on Iran The piece dsicusses the ongoing war in the Middle East, our expectations and related investment implications and macro views.
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.
23/09/2022 Economy & Markets 20-21 September FOMC meeting: the move into restrictive terr... Understanding the outcome of the July FOMC meeting and its market and implications.
13/09/2022 Economy & Markets ECB meeting: bold rate hike; watch out for more to come Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
13/09/2022 Economy & Markets Reassessing the view on Europe: hot questions for investors To understand how the stagflationary environment in Europe affects the region's markets.
29/07/2022 Economy & Markets July 26-27 FOMC Review: Maintaining a Hawkish Course Understanding the outcome of the July FOMC meeting and its market and implications.
29/07/2022 Economy & Markets Gas rationing impact on European economy The partial shutoff of gas deliveries is already affecting European growth momentum. Discover what could be the economic impact of a total cutoff and...