Macro: Articles
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11 Apr 2024BlackRock: Case for a first ECB rate cut in June has strengthened
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11 Apr 2024DWS sees ECB rate cut of 25 basis points in June
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10 Apr 2024La Française: No action in April but the first rate cut is coming
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20 Mar 2024DWS: Too early for policy change at Bank of England
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13 Mar 2024La Française: Rate-cutting cycles expected on the markets as early as June
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09 Mar 2024MFS: ECB doesn't pull the trigger yet
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07 Mar 2024Getting closer
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01 Mar 2024DWS: Core inflation eurozone remains problem child
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27 Feb 2024Columbia Threadneedle: Bank of England afraid to cut rates too quickly
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27 Feb 2024La Française: Quo vadis Germany?
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22 Feb 2024Pictet Wealth Management - Monthly House View | February 2024
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22 Feb 2024Long-term investors should not fear the US election
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20 Feb 2024Chart Room: Why inflation “surprises” really shouldn’t be a surprise
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14 Feb 2024Expectations of rate cuts have been postponed.
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06 Feb 2024Weekly View: More confidence needed
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05 Feb 2024Euro area inflation decelerated less than the market was expecting
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01 Feb 2024PIMCO Commentary: Fed Slowly Building the Confidence to Cut
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01 Feb 2024As the saying goes (and the Fed says) May brings flowers, not March….
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30 Jan 2024No rush
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30 Jan 2024ECB more worried about the state of the real economy and more comfortable about inflation
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29 Jan 2024MFS: The three stages of emotions about the Fed
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29 Jan 2024FOMC preview (January 31): A more balanced reaction function
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26 Jan 2024Three questions about rate cuts: why, when, by how much?
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26 Jan 2024MFS: ECB rate cuts will come, but possibly later in the second quarter
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26 Jan 2024Comment Fidelity on rate decision ECB
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26 Jan 2024DWS: Data dependency before date dependency for ECB
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26 Jan 2024Janus Comments following today's ECB meeting
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24 Jan 2024Markets could start to price in a Trump presidency
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23 Jan 2024ECB Preview: Early rate cut pushback in an interim meeting
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23 Jan 2024La Française: ECB to proceed with caution. Based on current data, too early to cut interest rates
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18 Jan 2024PGIM Fixed Income: it’s a case of once bitten, twice shy
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18 Jan 2024Seven trends to watch in 2024
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16 Jan 2024Mixed bag
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27 Dec 2023Pictet Wealth Management: The Fed pivots, its peers hold back
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20 Dec 2023La Française: COP28: A Bittersweet Symphony
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14 Dec 2023Pictet Wealth Management - Weekly View: Pivotal week
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14 Dec 2023La Française: Change in the inflation dynamic
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13 Dec 2023La Française: All eyes are on the new economic forecasts
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12 Dec 2023No rush to cut interest rates – pushback is likely
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11 Dec 2023AXA IM: Difficult for Powell and Lagarde to ignore dramatic shift expected by markets
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07 Dec 2023Inflation optimism drives European sovereign yields lower
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29 Nov 2023Weekly View: Unsettled times
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23 Nov 2023ODDO BHF AM - Monthly investment brief : Polarisation
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22 Nov 2023M&G's reaction to new president Javier Milei Argentina
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21 Nov 2023Pictet Wealth Management - Weekly View: Close the door
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21 Nov 2023The global economy: what are the risks for 2024?
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17 Nov 2023Chart Room: Struggling consumers weigh on corporate sentiment
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08 Nov 2023Monthly house view | November 2023
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06 Nov 2023Euro area (GDP and Inflation) Macro update
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06 Nov 2023FOMC: Fed hints no easing in sight
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03 Nov 2023Israel-Hamas: Implications for Global Markets
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03 Nov 2023Weekly View: Navigating geopolitical risks
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03 Nov 2023Chart Room: Cash, the once and future king
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01 Nov 2023AllianzGI expects the Fed "to hold steady"
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31 Oct 2023The Fed expected to "proceed carefully”
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30 Oct 2023Inflation In Focus: Disinflation returns
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30 Oct 2023Should the Fed reconsider its strategy to fight inflation in view of US employment data?
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27 Oct 2023Chart Room: A waiting game on rate transmission
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27 Oct 2023Flash Note - Preview Fed meeting + US GDP
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26 Oct 2023ECB careful not to rock the boat
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26 Oct 2023The ECB remains data-dependent
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24 Oct 2023T. Rowe Price: "Don’t expect any fireworks at this weeks’ ECB meeting"
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23 Oct 2023ECB preview: no rate hike, no staff projections, no new signal
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17 Oct 2023Chart Room: A buffer zone for the leveraged loan market
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17 Oct 2023Rates restored
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10 Oct 2023La Française: Insight into potential consequences of Israeli-Palestine conflict
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10 Oct 2023La Française: Another sharp rise in rates, prompting prudence
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10 Oct 2023Weekly View: Trillion dollar questions
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21 Sep 2023PIMCO: U.S. Federal Open Market Committee Decision
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20 Sep 2023Washington Watch: A U.S. Government Shutdown – A Question of When, Not If?
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19 Sep 2023Key interest rates to remain unchanged
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14 Sep 2023Whatever the ECB decides, the answer lies with short-term sovereigns
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08 Sep 2023J. Safra Sarasin: Preference for high-quality bonds
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04 Sep 2023Chart Room: The Fed’s ‘blocked drain’ conundrum
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01 Sep 2023US fiscal drag, worrying equity valuations, and nuclear power
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01 Sep 2023US labour markets stabilizes
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31 Aug 2023Euro area inflation: sticky, stickier, euro area inflation
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30 Aug 2023La Française: Jackson Hole, no real surprise
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21 Aug 2023Pictet Wealth Management - Becoming more upbeat about the euro periphery
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20 Jul 2023ODDO BHF AM - Monthly investment brief: Legitimate questions
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20 Jul 2023Recession indicators: Delayed, not dismissed
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12 Jul 2023Pictet Wealth Management: (Slightly) higher for longer
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11 Jul 2023Pictet Wealth Management - Weekly View: Fragility
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11 Jul 2023FOMC vs OPEC, a key focus in the quarter ahead
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10 Jul 2023La Française: Curve inversion and economic disparities between the United States and Europe
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08 Jul 2023Chart Room: Cracks in credit will see gravity kick in
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03 Jul 2023Pictet Wealth Management: The end of globalisation?
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22 Jun 2023M&G: people with mortgages will feel the rate hike
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20 Jun 2023MFS expect more rate hikes
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20 Jun 2023Pictet Wealth Management - Weekly View: Central Banks still on the hunt
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20 Jun 2023La Française: ECB monetary tightening, when will the effects be felt?
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13 Jun 2023Should they pause or should they hike?
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13 Jun 2023Pictet Wealth Management - Fed preview: to skip, or not to skip? Skip.
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13 Jun 2023La Française: The ECB, still no pause
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12 Jun 2023La Française: A temporary pause, but all eyes on the June CPI report
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26 May 2023La Française: Despite gloomy Q1 2023, Germany is on track for modest growth in Q2
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25 May 2023On-and-Off-and-On-Again Progress Toward a U.S. Debt Ceiling Agreement
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21 May 2023U.S. debt ceiling: Bills borrowing and brinkmanship
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14 May 2023La Française AM: The lack of clarity continues…
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08 May 2023US banks: five factors to watch after First Republic’s collapse
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03 May 2023Yes, more rate hikes, but more gradual!
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03 May 2023Pictet - ECB preview: banking on policy transmission
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02 May 2023Fed and ECB to raise rates once again this week
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02 May 2023Pictet Wealth Management - Weekly View: Regulation to the fore
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20 Apr 2023Growth depends on credit… and vice versa
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18 Apr 2023Pictet Wealth Management - Weekly View: Lags
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17 Apr 2023State Street Global Advisors: Macro Implications of the Banking Crisis
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14 Apr 2023Pictet Wealth Management: Credit squeeze, growth downturn, and peak policy rate
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12 Apr 2023Pictet Wealth Management - Weekly View: Achille's heel
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04 Apr 2023Pimco: U.S. Jobs Report Preview
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03 Apr 2023Chart Room: Is the US labour market ready to crack?
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03 Apr 2023Core rate of 5.7% – more rate hikes are in the pipeline
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30 Mar 2023Have endowments found a place to hide?
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30 Mar 2023Weekly View: Crunch time
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28 Mar 2023The French social contract is definitely broken
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23 Mar 2023M&G: Diplomatical rate hike
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21 Mar 2023Pictet Wealth Management - FOMC Preview: The Third Mandate
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15 Mar 2023La Française: Strong underlying inflation momentum vs financial risk
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14 Mar 2023Pictet Wealth Management - Weekly View: Not a long calm river
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09 Mar 2023Lower inflation ahead, butl ower growth too
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09 Mar 2023Economic bumps shouldn't derail the recovery in global travel
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09 Mar 2023La Française: Should we fear a wage/price spiral?
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03 Mar 2023Weekly View: Doubts abound
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02 Mar 2023Core rate continues to rise strongly - much remains to be done for the ECB
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01 Mar 2023Quick Takes on Capital Markets: Market risks: A golden era no more
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24 Feb 2023Lessons learned one year after Ukraine
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21 Feb 2023Weekly View: Who's bluffing?
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20 Feb 2023Europe's comeback and the hope for a near end to the interest rate hike cycle
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20 Feb 2023Why China's re-opening could be a blessing for emerging market bonds
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14 Feb 2023PIMCO: U.S. CPI Preview
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14 Feb 2023Search wars
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14 Feb 2023Monthly Macro Insights by Rothschild & Co AM - February 2023
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08 Feb 2023U.S. inflation: Important lessons from the 1970s
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07 Feb 2023A hazy picture
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07 Feb 2023Communication key for Fed and ECB
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03 Feb 2023Why companies are increasingly focusing on a more purpose-driven approach
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03 Feb 2023MFS: ECB rate hike is 'dovish'
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03 Feb 2023Fed Seeks to Balance Competing Risks
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02 Feb 2023Chinks of light for M&A
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01 Feb 2023T. Rowe Price: preview rate decision ECB and BoE
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01 Feb 2023The economy in 2023: Where we differ from market consensus
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01 Feb 2023The ECB on a mission to control inflation with steady hikes in Q1
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01 Feb 2023Central banks back in focus
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31 Jan 2023Communication key for Fed and ECB
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25 Jan 2023Quick Takes on Capital Markets: Housing affordability: Another headwind to the U.S. economy
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25 Jan 2023The investment landscape in 2023
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24 Jan 2023Choppy seas
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19 Jan 2023Monthly Macro Insights by Rothschild & Co AM - January 2023
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18 Jan 2023Chinese equities 2023 Outlook
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18 Jan 2023Emerging market bonds 2023 outlook
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17 Jan 2023Trust but verify
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16 Jan 2023New year, new beginning?
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16 Jan 2023New year, new beginning?
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11 Jan 2023Recession watch: tick tock, tick tock
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11 Jan 2023New year, new hopes
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06 Jan 2023Inflation, sovereign debt burdens and ECB policies will remain in focus
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06 Jan 2023“Annus horribilis” passed, difficulties ahead!
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22 Dec 2022Quick Takes on Capital Markets: Global central bank tightening: Still some ways to go
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22 Dec 2022Will the US dollar depreciate in 2023?
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21 Dec 2022Let’s talk (for a change) about disinflation
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20 Dec 2022Japan : A meaningful first step by the Bank of Japan to normalise monetary policy
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20 Dec 2022A hawkish Christmas
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20 Dec 2022“And yet…” (a tribute to Charles Aznavour)
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16 Dec 2022MFS: ECB will raise rates in 2023
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16 Dec 2022Lagarde more hawkish then expected
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16 Dec 2022DWS: ECB more determined in fight against inflation than markets expected
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16 Dec 2022BlackRock: ECB will keep rates high
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16 Dec 2022Fund Insight - ODDO BHF Green Planet
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15 Dec 2022Fidelity doesn't rule out balance recession
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15 Dec 2022Comments from Axel Botte, Global Strategist, Ostrum AM, ahead of the ECB/BoE decision
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15 Dec 2022Quick Takes on Capital Markets: 3Q earnings: Pockets of weaknes
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15 Dec 2022DWS Point of View - December FOMC meeting
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14 Dec 2022Our 2023 forecast for Japan
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14 Dec 2022Monthly Macro Insights - December 2022
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14 Dec 2022Super Thursday
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13 Dec 2022MFS expects ECB to raise rates with at least 50 bps
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13 Dec 2022Carmignac: Expectations for the FED, ECB and BOE meetings this week and beyond
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13 Dec 2022Flash Note - Preview: Central banks meetings December 2022
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12 Dec 2022La Française: Recession? Which recession?
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09 Dec 2022Europe gas prices up 500% in November - What's next?
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06 Dec 2022Do central banks’ losses matter?
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06 Dec 2022Powell ready to slow
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06 Dec 2022Oil prices to increase after temporary weakness
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30 Nov 2022Exciting times: Q3 2022 earnings season
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29 Nov 2022Weekly View: No free lunch
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28 Nov 2022Falling US retail sales suggest inflation may have peaked
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25 Nov 2022How high will interest rates go?
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22 Nov 2022Happy thanksgiving
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15 Nov 2022Looking through the gridlock
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08 Nov 2022Weekly View: Rates grind higher
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07 Nov 2022State Street Global Advisors: Do Markets Care About the US Midterms?
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04 Nov 2022Pictet AM Barometer: “prospects for riskier asset classes look weaker as interest rate hikes continue to curtail economic growth worldwide.”
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03 Nov 2022DWS expects further US rate hikes, in small steps
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02 Nov 2022Weekly View: Spooky times
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02 Nov 2022Inflation Isn’t the Biggest Worry Keeping Benelux Investors Up at Night
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31 Oct 2022DWS expects BoE to raise interest rate with 75bp
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28 Oct 2022Chart Room: Pressure mounts on yen as US rates soar
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27 Oct 2022Another big interest rate move by the ECB - but more must follow
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27 Oct 2022BlackRock: rate hike as expected
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27 Oct 2022M&G: ECB risks being too dovish
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26 Oct 2022Quick Takes on Capital Markets: U.S. dollar vs. Renminbi: A cause for concern, but not panic
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25 Oct 2022La Française: For now, FED tightening is not enough!
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25 Oct 2022The people's leader
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24 Oct 2022Higher rates, tighter liquidity
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24 Oct 2022State Street SPDR ETFs: Increasing Rate of Interest in Financials
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19 Oct 2022The US tightens its grip on semiconductors
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18 Oct 2022Taking the prize
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17 Oct 2022"Cheap“: a necessary but not sufficient condition
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14 Oct 2022Monthly Macro Insights - October 2022
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14 Oct 2022House View Pictet Wealth Management, October 2022
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11 Oct 2022To pivot… or not?
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06 Oct 2022Equities? No, not yet. Bonds? Maybe, just maybe.
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04 Oct 2022Weekly View: Rattled
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30 Sep 2022Inflation rate climbed and climbed - 10 percent is not the end yet
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28 Sep 2022UK: Mini budget, maxi risks
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27 Sep 2022Weekly View: Interest rate blues
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26 Sep 2022MFS: Italian elections threathen government budgets
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23 Sep 2022Putin’s threats more than offset by Powell’s inflation fighting actions
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23 Sep 2022Chart Room: The Fed walks a quantitative tightrope
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23 Sep 2022Purchasing managers' indices for Germany and the euro area: harbingers of a difficult winter
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22 Sep 2022Bank of England credibility hard to find
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22 Sep 2022DWS expects BoE to raise rates further
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22 Sep 2022BlackRock: impressive determination FED
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22 Sep 2022State Street Global Markets: Fed guiding to a peak well above 4%
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22 Sep 2022Fed matches hawkish rhetoric with hawkish action
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22 Sep 2022Negative effects interest actions bigger than expected
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20 Sep 2022Weekly View: Risk Markets slapped
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20 Sep 2022La Française: Inflation battle: Higher rates to restore price stability
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19 Sep 2022A Joint Statement from the Government of Ukraine and BlackRock
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16 Sep 202275 is the New 25
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14 Sep 2022Flash note: Central banks update
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14 Sep 2022Monthly Macro Insights - September 2022
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14 Sep 2022State Street SPDR ETF: The ECB Steps Up the Pace
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13 Sep 2022Weekly View: Higher, faster
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09 Sep 2022Chart Room: Interest rates won’t fix the euro’s problems this time
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08 Sep 2022ECB hawks rule, for now
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07 Sep 2022Labour markets: Digging a little deeper
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07 Sep 2022Weekly View: No pain, no gain
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06 Sep 2022The ECB will need to act ‘forcefully’ with an aggressive move of 75 bps to tame inflation
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05 Sep 2022Summer rally already a distant memory
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02 Sep 2022Jackson Hole Economic Symposium, higher rates for some time
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01 Sep 2022Flash Note: Oil market - Weak economic activity weights on oil prices
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01 Sep 2022Quick Takes on Capital Markets: 2Q earnings season: Positive, but challenges loom Seema Shah, Chief Strategist at Principal Global Investors
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31 Aug 2022Will sterling hit parity with the US dollar?
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31 Aug 2022Jackson Hole: Powell vows to keep fighting inflation
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30 Aug 2022Weekly View: Back at Jackson Hole
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25 Aug 2022Core inflation is unofficially dead
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19 Aug 2022Regional conflict, global consequences
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16 Aug 2022US Inflation Reduction Act Clears Final Congress Hurdle - to be signed into law
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16 Aug 2022Weekly View: A skeptical rally
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16 Aug 2022Weekly review: When will central banks stop hiking interest rates?
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11 Aug 2022PIMCO: U.S. CPI Report Reaction
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11 Aug 2022Flash Note: Private equity performance in 2022
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03 Aug 2022Weekly View: Summer respite
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01 Aug 2022Is the Bear market over?
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01 Aug 2022Chart room: Inflation is broader, and stickier
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28 Jul 2022A dovish hike but Fed may be forced to do more
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27 Jul 2022Chart Room: Global sentiment sinking fast
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25 Jul 2022Four possible scenarios for the way forward in the Russia/Ukraine crisis
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24 Jul 2022Travel boom after Corona? Tourism stocks at a glance
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24 Jul 2022Housing market sees a sharp reversal of fortune
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21 Jul 2022Five lessons from the first half of 2022 for global financial markets
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19 Jul 2022La Française: A cautious rate hike, the first in 11 years, and the firepower of the new anti-fragmentation tool
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19 Jul 2022Weekly View: To parity and beyond?
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16 Jul 2022Comments from MFS on Draghi’s resignation
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16 Jul 2022abrdn about next week's ECB meeting
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12 Jul 2022This month's Editorial: A Changing Landscape
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12 Jul 2022Nordea AM: "You can't give a blank check to the periphery"
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12 Jul 2022Weekly View: Final applause
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08 Jul 2022Chart room: The ingredients are there for a wage-price spiral
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05 Jul 2022Stoic Switzerland
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05 Jul 2022Is the U.S. economy already in a recession?
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05 Jul 2022Weekly View: Now growth concerns
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01 Jul 2022State Street SPDR ETF: Spreading the net with global aggregate
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01 Jul 2022Recession looks inevitable, but not imminent
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01 Jul 2022Expecting a lot of near-term volatility, we remain neutral on US government bonds for now.
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28 Jun 2022Weekly View: Dead cat bounce
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27 Jun 2022Chart room: Japan is avoiding the worst of supply-side inflation
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22 Jun 2022Don’t write off the European Central Bank
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21 Jun 2022Weekly View : Moody Blues
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17 Jun 2022Central Banks Break the Rout but Sentiment Remains Fragile
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17 Jun 2022Fidelity na de Fed: Kans op harde landing toegenomen
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16 Jun 2022Stagflation: consequences for the financial markets
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15 Jun 2022All eyes on the Fed
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15 Jun 2022Monthly Macro Insights - June 2022
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14 Jun 2022Weekly View : Tightening Blues
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14 Jun 2022Fed is haunted by high inflation
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10 Jun 2022Chart Room: Expectations around rising input costs are starting to moderate
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08 Jun 2022Secular Outlook 2022
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08 Jun 2022Weekly View : Gradual Reopening
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08 Jun 2022Inflation at an all-time high. The ECB has no choice but to secure medium-term price stability.
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07 Jun 2022Pictet Wealth Management: House View, June 2022
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03 Jun 2022Current opportunities in the Investment Grade market
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02 Jun 2022César Pérez Ruiz shares his “3 on the 3rd” for June
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02 Jun 2022State Street SPDR ETF: UK equities, the tailwinds remain intact
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31 May 2022Weekly View: Resilience
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25 May 2022Weekly View : Margin pressure
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25 May 2022Horizon 2022 – The Return of Big Government
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24 May 2022UK is a rich seam to mine … and not just in commodities
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20 May 2022The last of the doves: BoJ unlikely to change course anytime soon
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20 May 2022Should central bankers be torched ?
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18 May 2022La Française commentary: Conflict in Ukraine, supply-chain shortages and soaring prices - accelerators of sustainable development
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17 May 2022Weekly View : Time travel
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10 May 2022Monthly Macro Insights
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05 May 2022M&G comments on the Fed meeting
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05 May 2022Fed has only few options
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04 May 2022Barometer: A cruel April could mark the trough
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04 May 2022César Pérez Ruiz shares his “3 on the 3rd” for May
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03 May 2022Weekly View: A kaput Fed put
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02 May 2022Hike now, pay later
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02 May 2022The search for income in FX markets
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29 Apr 2022Chart Room: Three structural factors making for stickier inflation
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26 Apr 2022How the Russia-Ukraine crisis changes the outlook for emerging market investors
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26 Apr 2022Weekly View : When hawks cry
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22 Apr 2022Chart Room: US yield curve could steepen further out
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22 Apr 2022The sustainable outlook for 2022 and beyond: four environmental themes
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21 Apr 2022Weekly View: Tightening times
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21 Apr 20223D vision: why decarbonisation, defence and deglobalisation are here to stay
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14 Apr 2022State Street Global Advisors: A surprise Le Pen victory could trigger a political shock in Europe
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13 Apr 2022Pictet Wealth Management: How the war in Ukraine is reverberating in Asia
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12 Apr 2022A hawkish ECB is a real possibility
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06 Apr 2022Pictet Barometer: unsettling times
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06 Apr 2022French presidential elections commentary
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05 Apr 2022Quick Takes on Capital Markets - Buying conditions: A shift in consumer sentiment Commentary from Principal Global Investors
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05 Apr 2022Weekly View: Turnaround or pause?
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31 Mar 2022Central bank actions, an obstacle for battered financial markets
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22 Mar 2022Weekly View : Flickers of light
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21 Mar 2022Chart Room: Ukraine war adds to inflation and brings further supply chain woes
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15 Mar 2022Weekly View: The negotiating table
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14 Mar 2022Ukraine war: which impacts?
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09 Mar 2022Weekly View : Reassessment
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07 Mar 2022The Ukraine crisis: what's at stake for investors?
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04 Mar 2022Chart Room: Ukraine war cuts rate hike expectations
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04 Mar 2022Pictet Barometer: When conflicts erupt, calm reflection trumps evasive action
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01 Mar 2022Peter De Coensel, CEO DPAM, calls for monetary restraint and political boldness
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28 Feb 2022What does the Russia-Ukraine crisis mean for markets?
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25 Feb 2022Russian invasion of Ukraine: What does it mean for the capital markets?
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22 Feb 2022Putin and the Fed remind us what risk looks like
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22 Feb 2022Weekly View : Geopolitical Risks
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21 Feb 2022Thematic investment opportunities in the metaverse
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15 Feb 2022Weekly View : Ceiling breakthrough
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09 Feb 2022Perspectives: US labour market takes omicron in its stride
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08 Feb 2022Weekly View : ONE, TWO, THREE, PIVOT!
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07 Feb 2022Columbia Threadneedle Investments - Investment team updates: Fixed income
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02 Feb 2022Perspectives: Geopolitical tensions cast cruel light on Russian assets
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31 Jan 2022MFS: Uitslag Italiaanse verkiezingen gunstig voor beleggers
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31 Jan 2022A more hawkish Fed will push real US yields further up
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26 Jan 2022Preparing minds for a March rate hike
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26 Jan 2022Columbia Threadneedle Investments - Fixed income: from recovery to expansion
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25 Jan 2022A bumpy ride higher for equities
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25 Jan 2022Weekly View : Bumpy rotation
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19 Jan 2022Italian politics (and bonds) at the crossroads
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18 Jan 2022Weekly View : THE FED SHOW
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15 Dec 2021NN IP: Week of the central banks - what instruments will be used in the different areas?
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06 Dec 2021Pictet Wealth Management: Our 2022 macroeconomic scenario for the US
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11 Nov 2021NN IP: The growth trajectories of the US and Europe diverge
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09 Nov 2021Weekly View - Good cop, bad cop
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04 Nov 2021Time for tapering
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03 Nov 2021Weekly View - OUCH!
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28 Oct 2021DWS Point of View on the ECB meeting of October 28
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26 Oct 2021The future of the ECB’s quantitative easing
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26 Oct 2021Asset allocation update: warning lights are flashing
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26 Oct 2021Weekly View - Time for a breather
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21 Oct 2021Urbanisation and the ‘economy of living’
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21 Oct 2021The Asian century
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21 Oct 2021The Bank of England’s rush job on inflation
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21 Oct 2021The Bank of England’s rush job on inflation
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20 Oct 2021Comment on Jens Weidmann's resignation as Bundesbank President
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19 Oct 2021Weekly View - The dreaded word 'transitory'
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16 Oct 2021Chart Room: Fidelity Leading Indicator points to contraction
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12 Oct 2021Weekly View - Cracks in the edifice
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08 Oct 2021Chart Room: Is inflation here to stay?
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07 Oct 2021Barometer Pictet Asset Management: No time to buy?
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07 Oct 2021Japan: a diversifier for equity portfolios
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06 Oct 2021Weekly View - No time to relax
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05 Oct 2021Economic forecasts Q3 2021
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04 Oct 2021Japan election: is status quo a bad thing?
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28 Sep 2021Waiting for the next catalysts
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27 Sep 2021NN IP comment: German election outcome - 'The new power structure should not unsettle the markets at present'
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27 Sep 2021Germany has voted - what does that mean for the markets?
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24 Sep 2021SSGA: German election as omen for spending boost in Europe
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23 Sep 2021Nordea AM Evergrande comment: 'Broader negative effects in EM will be limited'
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21 Sep 2021NN IP: Elections in Germany - Financial markets only partly affected by possible change of direction
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09 Sep 2021ECB takes one toe off the gas, but decisive decisions will be taken at the December meeting!
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09 Sep 2021Covid-19 index: when might life return to ‘normal’?
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30 Aug 2021Bretton Woods, 50 years on: Gold, inflation and diversification
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20 Aug 2021Chart Room: A pain in the bottleneck for supply chains
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17 Aug 2021Weekly View - From one extreme to another
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13 Jul 2021Football comes to Rome
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11 Jun 2021ECB: kicking the PEPP can
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08 Jun 2021Holding pattern
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07 Jun 2021Fidelity analysts expect inflationary pressures to keep rising for now
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28 May 2021Investor Confidence Increased in May by 5.4 Points to 97.9
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27 May 2021SSGA-SPDR: The question of inflation
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26 May 2021Making sense of the growing interest in ether
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14 May 2021Goods inflation soars, but watch out for services
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25 Mar 2021SSGA-SPDR: Size or Value? Investors Can Benefit from Both in a Recovering Economy
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22 Mar 2021M&G: Dismissal of Turkish central bank president undermines investor confidence
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11 Mar 2021Seven investing lessons from a pandemic year
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02 Mar 2021State Street Global Advisors: Allocating to EMD – Considerations for Euro Investors
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26 Feb 2021Chart Room: Staying afloat amid a rising tide of debt
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09 Feb 2021Where to find shelter from rising inflation
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09 Feb 2021The Zero: why interest rates will stay low
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05 Feb 2021Chart Room: Reopening markets and the reopening trade
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04 Feb 2021Vanguard expects rising inflation in Europe
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04 Feb 2021SSGA-SPDR: The Case for Infrastructure in Uncertain Markets
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01 Feb 2021January 2021 reminded everyone that we’re not out of the woods just yet
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22 Jan 2021January FOMC meeting preview: no changes but more optimism