27/03/2023 Economy & Markets Market nervous on Deutsche Bank, but fundamentals of European banks are solid Read it to get our latest views on the European bankig sector, recent market volatility and implications for investors.
14/11/2022 ESG Thema ESG Thema #11 - EU Sustainable Finance Action Plan: State of play The need to mobilize capital to fast track the transition to a more equitable, carbon neutral, economy has never been so acute, and the EU Sustainable...
10/11/2022 Economy & Markets US mid-term election: no red tide Understanding the outcome of the 2022 US mid-term election and its policy, economic, and financial fallout
7/11/2022 Economy & Markets False sense of security from easing energy prices Natural gas prices have plunged since their summer peak, supported by ample stocks and by the EU emergency measures.
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...
25/07/2022 Economy & Markets Towards a new set of fiscal rules in Europe: an investor view In the current high-inflation regime, the use of fiscal space must: (1) be rule-based; and (2) preserve the possibility of a cooperative game between...
25/07/2022 Economy & Markets Towards new fiscal rules in Europe After years of dormant peripheral risk, the recent resurgence of fragmentation issues in Europe, amid rising stagflationary risks at a time of Central...