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.
19/12/2022 Economy & Markets Hawkish surprise from the ECB Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
28/10/2022 Economy & Markets A dovish pivot from the ECB: Euro bonds back in focus The ECB has turned more dovish suggesting a less aggressive rate hike path ahead.
12/10/2022 Economy & Markets TLTRO in the context of ECB policy normalisation TLTRO repayments and redemptions will drive incoming ECB passive QT over the next few quarters.
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.
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.
