Skip to main content

Research

Select an area
Research
Outlook
News found: 53
Macro Outlook
NEXT, PLEASE
Mani che reggono un mappamondo incentrato sull'Africa, con continenti, nuvole e acqua in un'illustrazione colorata e dettagliata 07.25.25
Investment Outlook
NOT ALL US RISK IS EQUAL
Primo piano di una mano che tiene uno stilo e interagisce con uno schermo digitale che visualizza dati grafici colorati. 07.23.25
Rates strategy
Bund: Three is a magic number
The German government surprised the market with the announcement of a fiscal easing package that was more aggressive and frontloaded than expected.
A blurred stock market graph overlays a faded American flag, symbolizing finance and patriotism. 07.21.25
Equity strategy
Decelerating not stopping
At this stage, the balance of risks appears fairly balanced.
Stock market dashboard displaying fluctuating graphs with red and green trends, showing various financial metrics and performanc 07.21.25
FX/Emerging Markets strategy
Back on track
In H1, the turbulent onset of Trump’s second term disrupted traditional market correlations, weakening the USD’s role as a safe haven during risk-off periods.
A digital display showing stock prices and data, with reflections of colorful lights from surrounding bank signage. 07.21.25