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Rising food prices hit emerging-market consumers hard, but shared commodity shocks could have unforeseen implications for inflation around the globe.
How risk, valuation and liquidity are evolving in credit markets
Brazil’s central bank looks set to remain hawkish. Structural reforms following next year’s elections could help unlock the country’s potential.
Does the historically high gold-oil ratio once again indicate a major macro shift?
How the precious metal behaves relative to the S&P 500 across different market phases.
69% capacity trails decade average as post-Russian supply model prioritizes flexibility over early stockpiling
By: Dr Stefan Hoops, Vincenzo Vedda
Recent growth figures, leading indicators and financial market signals suggest that Germany's economy is performing better than prevailing sentiment implies.
Although Germany’s residential construction is weak, other construction sectors, such as civil engineering and specialised construction remain robust
It is still early days when it comes to judging the likelihood of success in Europe’s drive towards strategic autonomy. But there are potential promising trends, especially on energy infrastructure.
By: Vincenzo Vedda
It’s the global reserve currency, a perceived safe haven and a vital unit of account for international trade – a lot is at stake.
European earnings have accelerated. Whether that warrants a lasting rerating will depend on how broadly and durably profits continue to grow.
A changing gas market may be making gas storage levels a less reliable guide to winter risks. Still, there are good reasons to worry about upcoming heating bills.
Markets don't move on headlines alone. Structural shifts are changing Europe's investment story.
Europe’s infrastructure needs are no secret. What is changing is the pipeline of projects, public backing and room for private capital.
The euro may need fresh impetus from Europe to gain further momentum
