Financials

7/04/2023

Potential Opportunities in the US Banking Sector

The Talks elaborates on why the recent crisis in the banking sector is not a systemic one, and that there are select opportunities among banks.

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.

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21/03/2023

Economy & Markets

A global assessment of the implications of recent banking sector developments

Assessment of the recent developments related to the banks turmoil and their impact on the economic outlook, central banks, credit, equity banking sectors,...

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20/03/2023

Economy & Markets

France: The pension reform puts politics under strain, but major instability unlikely

Assessment of the recent developments in France regarding the pension reform approval and the possible scenarios ahead with implications on French equities...

17/03/2023

Economy & Markets

ECB increases rates: the job on inflation is not done yet, but expect a softer path

Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.

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16/03/2023

Economy & Markets

European banking sector set to withstand Credit Suisse fragility

Assessment of the recent developments regarding Credit Suisse with views on the European banking sector.

14/03/2023

Economy & Markets

No systemic risk from SVB failure, but watch out for areas of vulnerability

Assessment of the SVB failure and its effects on the banking sector, the financial system and possible impact on central banks policy.

Potential Opportunities in the US Banking Sector

Market nervous on Deutsche Bank, but fundamentals of European banks are solid

A global assessment of the implications of recent banking sector developments

France: The pension reform puts politics under strain, but major instability unlikely

ECB increases rates: the job on inflation is not done yet, but expect a softer path

European banking sector set to withstand Credit Suisse fragility

No systemic risk from SVB failure, but watch out for areas of vulnerability

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