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March 2, 2023
2022 was a year of significant events that were very challenging for investors, all happening within a relatively short period...
Keep readingFebruary 27, 2023
Ukraine – Next escalation step ahead with spring offensiveIt has been one year since Russia invaded Ukraine, and an end...
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February 22, 2023
Banks lost half of their revenue from interest and now these revenues are expected to go up by 20 to...
Keep readingFebruary 20, 2023
US – Hawkish momentum continuesA week of hawkish data in the US led markets to continue fading rate-cut expectations, while...
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February 15, 2023
Inflation peaked de facto over the last months of 2022. So, what do we think will happen throughout the rest...
Keep readingFebruary 13, 2023
US – Upside risks to CPIOn Tuesday we’ll see January’s US CPI print, which consensus sees at 6.2% YoY for...
Keep readingFebruary 6, 2023
ECB – Dovish 50The ECB hiked rates by 50bps to 2.5% on Thursday and guided for another 50bp in March,...
Keep readingJanuary 30, 2023
Fed – Can’t hold the Hawkish line much longerDespite the recent hawkish tone by Fed officials on the need for...
Keep readingJanuary 23, 2023
Bank of Japan – Defying the inevitable (for now)The BoJ surprised markets on Wednesday by leaving their yield-curve-control (YCC) policy...
Keep readingJanuary 17, 2023
Sustainability is a key driver for companies’ competitiveness and a crucial element for raising capital. Investing in a sustainable way...
Keep readingJanuary 16, 2023
US Inflation – More downsideLast week’s CPI print confirmed the falling trajectory of inflation in the US, reinforcing our view...
Keep readingJanuary 9, 2023
US – Tight labour market remains a headache for the FedLast week showed continued signs of hot labour markets in...
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