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Despite continued political and macro uncertainty in 2025, the core thesis on financials has been validated in both Europe and...
10 December 2025
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United States – One more cut while waiting for the new Chair This Wednesday the Fed is set to cut...
8 December 2025
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April 2, 2025 (Liberation Day) marked the major turning point for markets: once the rules of the game became clearer,...
3 December 2025
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UK Budget – Backloaded consolidation, event cleared Last Wednesday, Chancellor Reeves presented her budget after it was leaked by the...
1 December 2025
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Equities Pause despite solid earnings Global equities were overall muted over the past month, with a year-to-date backdrop remaining strong....
26 November 2025
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2025 moved from early-year volatility to a more stable regime as markets adjusted to the new U.S. policy mix and...
25 November 2025
Keep readingOver the last few months the global economy has held up thanks to strong U.S. fiscal stimulus and widespread deficits...
24 November 2025
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Ukraine – A new peace plan Last week, a new 28-point peace proposal for Ukraine emerged, floated by US and...
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United States — Shutdown ends, FED still flying blind Last Monday, eight moderate Senate Democrats joined Republicans to pass a...
17 November 2025
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United States — Record shutdown, data blackout deepens With no agreement signed, the US government shutdown has become the longest...
10 November 2025
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FED – Easing but surprisingly hawkish Last week, the Federal Reserve (FED) cut rates by 25 basis points as expected,...
3 November 2025
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Markets have adapted to a new, less orthodox economic order, supported by expansionary fiscal policies and more accommodative central banks....
29 October 2025
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