In his latest Macrocast Gilles Moëc, AXA Group Chief Economist and Head of AXA IM Research, discusses the surprising outcome of the French elections and the difficulties around forming a majority cabinet. While the results of the French electi...

New US home building and sales of existing homes have gone in opposite directions this year. A change in interest rates could restore their historic correlation. Most of this week’s Chart Room shows what you’d expect to see: a positive co...

Investors are likely to respond well to a new the political stability in the UK following the Labour victory. This should result in a reappraisal of UK equities, which are still out of favour despite the surge in M&A activity this year. We exp...

A project on Spain’s gusty southern coast puts hard numbers on how the replacement - or ‘repowering’ - of turbines will improve the efficiency of wind farms, both financially and in terms of generation, over the next decade. It was high time. J...

César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week in review The S&P 500[i] wavered last week, when it dropped 0.1% (in USD) as a result of profit-taking on major semiconductor stocks. But the small-cap ...

While we do not expect any changes to Poland’s monetary policy parameters and Governor Adam Glapiński's rhetoric is likely to remain hawkish, we assume some changes to the National Bank of Poland's staff projection update, both on GDP and the in...