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Monthly Cross Asset 5.05.2021 2021 Recovery to continue and beat potential

Goldilocks continues to allow a tempered risk on positioning. Longer term, growth will likely revert to potential amid a normalised inflation rate (at least in ...

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Monthly Cross Asset 27.05.2020 Thematics Views - June 2020
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As part of their toolkit to support the economic recovery during the Covid-19 crisis, central banks could implement yield-curve control.

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Investment Talks 20.05.2020 Focus on Italy: macroeconomic and fixed income scenario
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The global background and Italy: if we wanted to characterise the contraction and recovery pattern, we would probably describe it as a ‘long U-shaped’ recovery;...

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Monthly Cross Asset 30.04.2020 Contraction > recovery > late cycle: a cycle round trip in three years
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The pandemic outbreak altered the cycle of financial regimes we had in mind at the end of 2019, with consequences extending over the medium term: after a sharp ...

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Monthly Cross Asset 9.03.2020 Thematics Views - March 2020
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From unemployment and inflation to climate change and social inequality, central banks (CB) are on the frontlines. In the context of the ECB’s and the Federal R...

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Monthly Cross Asset 5.02.2020 Investment Phazer Update: downward trend is confirmed
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While in the short term we do expect some temporary relief coming from positive economic surprises and supportive news on the trade front (should coronavirus im...

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Insights Paper 17.01.2020 Economic resilience, Fed and elections to drive US markets in 2020
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2019 proved a strong year for US assets, with US equity markets recording the strongest annual total return since 2013 and the US aggregate bond index up almost...

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Thematic Paper 14.01.2020 U.S. inflation... What's up?
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From the CPI data, in particular the HCPI, one would get the sense that inflation has decelerated and stabilised somewhat. Yet, alternative CPI measures stand w...

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Thematic Paper 18.10.2019 Italy: few ambitions from the new budget framework
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On 30 September the newly formed Italian government released an update to April’s Economic and Finance Document, with new fiscal plans for the years 2019 to 202...

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