13/03/2026 Economy & Markets Mapping the fallout: Iran, oil, and global markets What the Iran conflict means for oil, inflation, and global markets: from macro risks to investment implications.
2/12/2022 Economy & Markets When fiscal policy puts the European institutions under pres... After several months of informal negotiations, the European Commission proposed on 9 November a reform of the Stability and Growth Pact (SGP) to be debated....
2/12/2022 Economy & Markets Macroeconomic Picture - December 2022 Macroeconomic Picture by area and Macro and Market forecast.
2/12/2022 Economy & Markets Market Scenarios and Risks - December 2022 We maintain the probabilities of our scenarios unchanged. Some of the risk factors we identify may occur in our central scenario, which is probably not...
2/12/2022 Cross Asset Research Cross Asset Investment Strategy - December 2022 Find the latest edition of our Research team's monthly publication.
2/12/2022 Fixed Income & FX European fixed income: the difficult equation if the energy ... Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.
21/11/2022 Global Outlook 2023 Investment Outlook - Some light for investors after the... Understanding the macroeconomic and investment outlook for 2023.