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Market Views Equity Financials
Despite macro uncertainty, financial equities continue to deliver. European banks show resilient fundamentals and earnings upgrades, while US financials benefit...
5 September 2025
Keep readingMarket Views Credit Global Credit
France – Short lived fears or lasting change? Last Tuesday, Bayrou called a confidence vote on his budget, a...
1 September 2025
Keep readingMarket Views Credit Global Credit
Jackson Hole – September cut cemented At the annual monetary policy conference in Jackson Hole, Fed Chairman Jerome Powell...
25 August 2025
Keep readingMarket Views Credit Global Credit
US – Powell vs Data Last week, the Fed left interest rates unchanged, as widely expected. The tone during the...
4 August 2025
Keep readingMarket Views Credit Global Credit
Tariffs – US signs trade agreements with EU and Japan Last Sunday, the EU and the US sealed a deal...
28 July 2025
Keep readingMarket Views Azionario Global Equity
A single query on ChatGPT can consume up to 10 times the energy of a traditional search, highlighting the urgent...
24 July 2025
Keep readingMarket Views Equity Global Equity
Currency Swings – The driver of Divergent S&P 500 returns As of July 18, 2025, the S&P 500 recorded a...
23 July 2025
Keep readingMarket Views Credit Global Credit
US – Tariffs not hammering, economy remains resilient Last week’s economic data confirmed that the US economy remains strong. Core...
21 July 2025
Keep readingMarket Views Credit Global Credit
Tariffs – State of Play Several new tariffs and threats were made over the past week. Last Saturday, Trump announced...
14 July 2025
Keep readingMarket Views Credit Finanziari
The last six months have been eventful for markets, driven largely by developments under the Trump administration and the campaign...
9 July 2025
Keep readingThis piece was first published on Bruegel’s website and is available at: Can defence investment be sustainable? The European Commission...
8 July 2025
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