Read it to get our latest views on the European bankig sector, recent market volatility and implications for investors.
More 5 to 10 minutes- 30
Read it to get our latest views on the European bankig sector, recent market volatility and implications for investors.
More 5 to 10 minutesUnderstanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
More 5 to 10 minutesAssessment of the recent developments regarding Credit Suisse with views on the European banking sector.
More 5 to 10 minutesQ4 2022 was the first quarter of YoY profit declines for the United States, while Europe has held up better. In the United States, Big Tech-related sectors are suffering the most and we confirm a cautious view.
More 5 to 10 minutesThe energy crisis resulting from the war in Ukraine has altered profoundly Europe’s economic performance and prospects.
More 5 to 10 minutesBeyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.
More 5 to 10 minutesNatural gas prices have plunged since their summer peak, supported by ample stocks and by the EU emergency measures.
More 5 to 10 minutesGiven the yield increases at the announcement of the UK accommodative mini-budget a week ago, pension schemes suffered a massive liquidity crisis related to their leveraged LDI strategies.
More > 10 minutesThe partial shutoff of gas deliveries is already affecting European growth momentum. Discover what could be the economic impact of a total cutoff and what are the investment implications.
More > 10 minutesThe “Professional” investor as defined in Directive 2004/39/EC dated 21 April on markets in financial instruments (MIFID).
The full definition of “US Person” is included in the legal/general conditions of access to the website.