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July 24, 2023
In the first half of 2020 we predicted that inflation would rise. Today we believe that rates at 4% in...
Keep readingFed & ECB Preview – Maintaining a tightening biasThe Fed will likely hike rates by another 25bp on Wednesday, bringing...
Keep readingJuly 19, 2023
Inflation on its way down, more stable interest rates and a slowing economy (albeit not a recession): this provides a...
Keep readingJuly 17, 2023
US inflation – All the way downUS CPI for June was recorded at 0.2% m/m and 3% y/y, the lowest...
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July 12, 2023
We are living in an era of transition, characterised by the increase in relevance of non-financial risks that can, however,...
Keep readingJuly 10, 2023
China – Weak momentum continuesChina’s Caixin PMI’s fell last week by 3.1 points to 52.5, extending the ongoing decline in...
Keep readingJuly 4, 2023
US Data – Leading the way upThe US economy continues to defy gravity and once again surprised last week with...
Keep readingJune 26, 2023
Europe – All eyes on Sintra (and CPI).This week, central bankers are meeting in Sintra to discuss the inflation outlook...
Keep readingJune 19, 2023
Fed – Hawkish talk, dovish actionThe Federal Reserve maintained policy rates unchanged at 5-5.25% at its June meeting, for the...
Keep readingJune 12, 2023
Fed Preview – On knife’s edgeThe Fed is likely to hold rates on pause this week, after raising them 500bps...
Keep readingJune 5, 2023
Fed – None the wiser The US labour market data last week presented a mixed picture. While NFP/ADP employment and...
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June 1, 2023
How can we evaluate if an investment is responsible from an environmental standpoint? What impact can a company have on...
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