September 21, 2023
Clean Alpha | Money for nothing?
Download The energy transition requires massive investments in a very short timeframe. This poses a short-term challenge to renewable companies...
Lesen Sie weiterSeptember 21, 2023
Download The energy transition requires massive investments in a very short timeframe. This poses a short-term challenge to renewable companies...
Lesen Sie weiterSeptember 18, 2023
Fed Preview – Hawkish HoldThe Fed is expected to hold rates steady at 5.5% this Wednesday, but to maintain a...
Lesen Sie weiterSeptember 14, 2023
On September 27th, the Italian government will publish the annual update to the 2023 budget (NADEF). This update is likely...
Lesen Sie weiterSeptember 11, 2023
ECB – One and doneThe ECB is likely to deliver the last hike of its cycle on the 14th of...
Lesen Sie weiterSeptember 10, 2023
Economic and investment highlights Economic, politics and markets
Lesen Sie weiterSeptember 4, 2023
US – Labour markets loosen furtherThe US labour market showed ongoing signs of loosening last week, with the unemployment rising...
Lesen Sie weiterAugust 28, 2023
Jackson Hole – Balanced toneAt Jackson Hole, the tone from global central bankers was balanced. All in, the event did...
Lesen Sie weiterAugust 10, 2023
Economic and investment highlights Economic, politics and markets
Lesen Sie weiterJuly 31, 2023
Fed – Meeting by meetingThe Federal Reserve hiked interest rates by 25bp at its July meeting, in line with expectations,...
Lesen Sie weiterJuly 27, 2023
The road to energy transition seems to be paved thanks to measures such as the US Inflation Reduction Act and...
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July 24, 2023
In the first half of 2020 we predicted that inflation would rise. Today we believe that rates at 4% in...
Lesen Sie weiterFed & ECB Preview – Maintaining a tightening biasThe Fed will likely hike rates by another 25bp on Wednesday, bringing...
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