At today’s meeting, the Governing Council walked the talk and delivered bold policy action.Read Now
Edited by the Macro & Market Research Team. The team of 13 analysts based in Paris, Cologne, Trieste, Milan and Prague runs qualitative and quantitative analysis on macroeconomic and financial issues.
The team translates macro and quant views into investment ideas that feed into the investment process.
Barring last minute U-turns, a new coalition government formed by Five Star Movement and Partito Democratico is expected to take over soon. Concerns about snap elections erased for the time being.Read Now
Ruthless policy is rattling markets. Trump is ramping up pressure on China, while British PM Johnson is suspending parliament for under-pinning his determinedness to deliver Brexit.Read Now
Rising political uncertainties and brinkmanship have sent markets heading for safe havens in August.Read Now
The tone and substance of the press conference after the July 31st meeting showed that the Fed is getting more concerned about the global economy and trade uncertainties, which have intensified over the last days.Read Now
Yesterday evening, US President Trump announced to impose a 10% tariffs on the so far untaxed imports from China worth about US$ $300bn, beginning on September 1, while trade talks should go on.Read Now
Yesterday evening, the Fed cut its Fed funds target rate by 25 bps to a range of 2.0% to 2.25% as widely expected. This was the first rate cut in more than a decade.Read Now