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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
When prices jump, households adjust fast. Their expectations do not.
The Hormuz crisis has revealed the limitations of traditional energy statistics, telling us much about where energy comes from, but little about how it is used.
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
Competition for raw materials vital for the energy transition is intensifying
Critical minerals are increasingly playing a key role in the development of electromobility, renewable energy and digitalization – and thus in shaping future developments.
Covered bonds may not only offer high security standards, but also attractive valuations.
A physically tight market is keeping prices close to their record highs.
