15/06/2026 ECB raises rates after almost three years The ECB raised rates in June in an attempt to curb inflation, in line with our expectations.
27/04/2026 US equities hit new highs The S&P 500 hit an all-time high this week, with the longest-ever advance in semiconductors.
20/04/2026 IMF outlook points to resilience and fragilities The latest IMF projections highlight that resilience to economic and geopolitical shocks has become a key variable for economic growth.
13/04/2026 Shifting war realities affect markets An uncertain and volatile environment around US-Iran negotiations is affecting oil prices. Any sign of subsiding war risks would obviously be positive...
7/04/2026 Crisis highlights diversification The Iran crisis has triggered a repricing in equities, with most regions coming under stress - US more so than others, year to date.
30/03/2026 Conflict affecting sentiment The Eurozone March PMI survey fell during the previous month, indicating businesses are getting worried about the middle east conflict.
23/03/2026 Central Banks and bond yields in focus The major DM central banks – Fed, ECB, BoE and BoJ - have left rates unchanged, in line with our expectations.
