Market Views Credit Global Credit
GLOBAL CREDIT BULLETS | Monday, 24 March 2025
Europe – Tariffs on their way On April 2nd, Trump plans to implement global reciprocal tariffs on countries with trade...
24 March 2025
Keep readingThe sweeping Republican victory in US elections revived the American dream. President Trump would be a positive disruptive force for America. Active fiscal policy and tariffs would boost internal demand, and supply-side economics would provide funding and expand capacity. US macro would undoubtedly benefit, although perhaps at the cost of temporary higher inflation and interest […]
Market Views Credit Global Credit
Europe – Tariffs on their way On April 2nd, Trump plans to implement global reciprocal tariffs on countries with trade...
24 March 2025
Keep readingMarket ViewsMarket ViewsPodcasts & VideosPodcast e video Equity Global Equity
With obesity rates soaring and GLP-1 weight-loss drugs revolutionising the pharmaceutical space, what does this mean for investors? How are...
20 March 2025
Keep readingMarket ViewsMarket ViewsPodcasts & VideosPodcast e video Financials
“You wouldn’t be doing your fiduciary duty as an investor if you decided to ignore the financial sector altogether because...
18 March 2025
Keep readingThis piece was first published on Bruegel’s website and is available at: Sustainability rules are not a block on EU defence...
17 March 2025
Keep readingMarket Views Credit Global Credit
US macro – The myth of exceptionalism In our recent analysis, we look at the implications of current US policy...
Keep readingMarket Views Credit Global Credit
MEGA – Make Europe Great Again In a historic shift, Germany broke free of fiscal shackles last week to announce...
10 March 2025
Keep readingMarket Views Credit Global Credit
Ukraine – Pivotal moment for Europe Friday’s talks between President Trump and President Zelensky derailed, leaving Europe effectively at a...
3 March 2025
Keep readingThis piece was first published on Bruegel’s website and is available at: Streamlining or hollowing out? The implications of the...
Keep readingMarket Views Equity Global Equity
European Equities outperformance: More Than a Bounce? How reporting season is going: Halfway through the Q4 earnings season, Stoxx 600 Q4 EPS...
26 February 2025
Keep readingMarket Views Credit Global Credit
German Elections – Fiscal Hopes Alive but Cloudy The CDU/CSU under Friedrich Merz won the German elections with 28.5% and...
24 February 2025
Keep readingThis piece was first published on Bruegel’s website and is available at: How to improve the European Union’s sustainable finance framework...
18 February 2025
Keep reading