10/08/2026 Strong US earnings growth continues Earnings growth for Q2 2026 has been strong, with a high proportion of companies beating expectations
19/06/2023 Economy & Markets 2020s vs 1970s: echoes, not a replay Despite many similarities between the inflationary period in the 1970s and in the 2020s, the two scenarios are not identical.
3/04/2023 Economy & Markets Financial stability concerns to tip the balance towards a US... Financial stability concerns to tip the balance towards a US recession.
3/04/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - April 2023 Core inflation has been persistent across both the United States and the Eurozone, slightly reversing previous indications of a smoother path and a faster...
17/03/2023 Economy & Markets ECB increases rates: the job on inflation is not done yet, b... Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
20/02/2023 Geopolitics A year of war in Ukraine: accelerating the energy transition... The war in Ukraine has had a marked impact on the global economy, redrawing national and international priorities. Investors need agility to cope with...
10/02/2023 Economy & Markets Italy: where prudence meets potential As the largest beneficiary of the Next Generation EU post-pandemic reconstruction plan, Italy has a unique opportunity to modernise its economy through...
