LatAm FX and local rates outlook
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Sustainability unearthed: May
The good, the bad, the ugly…and the pause
EM food inflation: Menu of unappetising policy choices
EU competitiveness boost from green industrial policy
Q&A: Implications of global banking uncertainty on China
Eurozone: Tight labour market means more work for ECB
What changed for Banxico after the financial turmoil?
Corporate climate transition: Bright ambitions, grim reality
An ESG take on the Inflation Reduction Act
Greening the ECB bond portfolio
Biodiversity: From theory to practice
ESG bond market in 2023
COP15: A moment to re-tune
COP27 – did it deliver?
What to expect for COP27
US Midterm preview: Republicans, Recession…and 2011 all over again?
Addressing biodiversity in the equity market
Biodiversity: The price and value of natural capital
Climate and inflation: Hotter prices for a cooler planet
Egypt: Frontier (and liked) market faces funding pressure
Inflation in Latam: The case of Brazil
USD: What goes up…
Inflation in Latam: The case Colombia
Inflation in Latam: The case Argentina
Inflation in Latam: The case Mexico
European Equities: Buy in May and go away?
China: Impact of RMB weakness on equities
Impacts of Russian oil and gas disruptions to the EU
The world after the war
Which Rates matter for FX?
Presidential election in France: Mind the gap
Bank of Japan: How to deal with a very weak yen
USD: Downside risk from cross-border flows
Navigating China’s macro uncertainties (2): FX and rates outlook
European fiscal policy: A cushion against the storm
Navigating China’s macro uncertainties (1): Coping with domestic challenges and external headwinds
Russia-Ukraine conflict – the impact on nickel
European equity strategy outlook.
Eurozone growth, inflation and policy
Sanctions on Russia: Impacts on the globe
Supply chains, what’s in store for 2022?
Fed tightening cycles and their impact on the USD
Eurozone wages: The calm before the storm
OPEC+ sticks to the agreement but it might be losing its relevance
Russia-Ukraine conflict: Implications for commodity markets
Covid-19: Omicron solidifies move away from lockdowns
Credit markets – the cycle is turning down
The EU Taxonomy review: the impact of including natural gas and nuclear power
The fiscal-cliff illusion
European Equity outlook - preparing for lift off
Fed: Fast Policy Exit
Central banks: December’s hawkish drift
Central Banks: 2021 grand finale
Omicron: new variant, old template
Global Outlook 2022 | Bullish - selectively