4/03/2026 Podcasts Fragmented forces shaping the markets - Global Investment views by Outerblue Convictions The Fragmented Forces Shaping Markets podcast examines tariff uncertainty, AI 2.0 disruptions, monetary policy tensions and diversification themes, offering...
3/04/2025 Podcasts Outerblue Convictions- Global Investment Views - Europe rall... In this month's review of the latest developments on the global economy and in financial markets, we focus on the seismic shifts that have been happening...
31/03/2025 Economy & Markets The direction of long term rates in an era of high debt High public debt and adverse demographics suggest long-term interest rates may remain elevated, with increased volatility and global contagion risks.
27/03/2025 Insurance Swap spreads: analysis, challenges and outlook How can we interpret the growing volatility of swap spreads and their structural distortions? Discover key factors and future trends.
14/03/2025 Scenarios, risks and macroeconomic forecasts - March 2025 "Scenarios, Risks and Macroeconomic Forecasts - March 2025" examines critical economic scenarios and associated risks impacting market dynamics.
6/02/2025 Scenarios, risks and macroeconomic forecasts This article analyzes macroeconomic forecasts and risks affecting global markets, offering insights into potential scenarios and investment strategies...
23/12/2024 Fed and ECB cut rates, BoJ and BOE on hold Fed Chair Powell said they are at a point at which it would be appropriate to slow the pace of cuts.