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.
14/11/2023 Economy & Markets Central banks’ unwinding will put more public debt in market... Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.
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.
17/10/2023 Economy & Markets Central banks’ endgame: a new policy paradigm Dive into the effects of central bank balance sheet normalization on financial markets, government bond yields, and the evolving investment landscape....
15/09/2023 Cross Asset Research Cross Asset Investment Strategy - September 2023 Find the latest edition of our monthly publication. The focus is on the Eurozone and its economy under scrutiny, as the policy support fades.
15/09/2023 Economy & Markets Macroeconomic and financial market forecasts - September 202... Macroeconomic forecasts
