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We believe that fears of JGB weakness spreading to other government bonds appear to be exaggerated.
When it comes to oil, the price spikes grab attention. Their more lasting effect may be demand that disappears - and does not fully return.
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
Although Germany’s residential construction is weak, other construction sectors, such as civil engineering and specialised construction remain robust
They have a balanced risk/return profile and look attractive compared to U.S. Treasuries
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.
How and why we still need to do more to get more women into finance, encourage more women to invest and improve education about gender, diversity and finance.
The euro may need fresh impetus from Europe to gain further momentum
When prices jump, households adjust fast. Their expectations do not.
Even a quieter, less interventionist Fed would only shrink its footprint very cautiously. Partly this reflects changes to the financial plumbing in recent decades.
After years of stagnation, digitalisation is leading to a significant increase in electricity demand
