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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 8, 2023
Economic and investment highlights Economic, politics and markets
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...
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January 20, 2023
Some of the key takeaways from the World Economic Forum 2023 in Davos: The resilience of the European Union, unexpected...
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 10, 2023
Economic and investment highlights Economic, politics and markets
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