December 5, 2023
There are four thematic areas that we think will drive the equity markets in sustainability-related investments in 2024: first of...
Keep readingDecember 4, 2023
Fixed income – What a comebackNovember was one of the best months for global bond markets in history, as weaker...
Keep readingNovember 29, 2023
Over the last few months of 2023, the market’s attention has shifted from central banks and the fight against inflation...
Keep readingNovember 27, 2023
Eurozone – Disinflation story to continueEuropean PMIs for November rose slightly to 47.1 from 46.5 prior, indicating a bottoming of...
Keep readingNovember 22, 2023
Download It is important to demystify the notion that water is infinite. 70% of the planet is covered by water,...
Keep readingNovember 20, 2023
US Data – Slowdown in sightLast week’s October CPI surprised by 0.1% to the downside at 3.2% YoY headline and...
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November 13, 2023
Davide Serra (Founder and CEO, Algebris Investments) on what is happening in the markets: from the slowdown of Asia’s “growth...
Keep readingUS – Focus on CPI and Retail SalesThis week offers key data to shape the path for rates and monetary...
Keep readingNovember 9, 2023
Economic and investment highlights Economic, politics and markets
Keep readingNovember 6, 2023
US Economy – From strong to weakUS data slowed last week, following a very strong Q3 GDP print at 4.9%,...
Keep readingOctober 30, 2023
US – Focus on data while Fed on holdThe Fed will likely keep rates unchanged at Wednesday’s meeting and, without...
Keep readingOctober 23, 2023
US – Cautious Fed means steeper curvesLast week, Powell indicated that the Fed will be on hold at the upcoming...
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