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October 11, 2023
In the latest instalment dedicated to Responsible Investing, we discuss how to identify opportunities in the world of credit with...
Keep readingOctober 9, 2023
US Economy – Labour market remains strongFriday’s NFP print showed that 336k jobs were added in September, against a survey...
Keep readingOctober 2, 2023
Italy – Mind the spreadDeficit projections rose last week from 4.5% to 5.3% of GDP for 2023, and from 3.7%...
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September 26, 2023
In China, the economy is slowing down. This has global repercussions and the engine of the European economy, Germany, has...
Keep readingSeptember 25, 2023
Fed – Higher for longer, yet againThe Fed held rates unchanged as expected, but surprised markets with hawkish projections. The...
Keep readingSeptember 21, 2023
Download The energy transition requires massive investments in a very short timeframe. This poses a short-term challenge to renewable companies...
Keep readingSeptember 18, 2023
Fed Preview – Hawkish HoldThe Fed is expected to hold rates steady at 5.5% this Wednesday, but to maintain a...
Keep readingSeptember 14, 2023
On September 27th, the Italian government will publish the annual update to the 2023 budget (NADEF). This update is likely...
Keep readingSeptember 11, 2023
ECB – One and doneThe ECB is likely to deliver the last hike of its cycle on the 14th of...
Keep readingSeptember 10, 2023
Economic and investment highlights Economic, politics and markets
Keep readingSeptember 4, 2023
US – Labour markets loosen furtherThe US labour market showed ongoing signs of loosening last week, with the unemployment rising...
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