Europe
Executive Summary The structural downtrend in Chinese bond yields has a lot further to go, because it is helping to let the air out gently of stratospheric valuations in the real estate sector, and thereby preventing a hard landing for the Chinese economy…
Zew Economic Sentiment, Inflation Expectations Decline…
Macron V. Le Pen…
Stress Testing Italian Yields…
Executive Summary From Net Borrower To Net Lenders
From Net Borrower To Net Lenders…
Executive Summary The Dollar Has Broken Above Overhead Resistance
The Dollar Has Broken Above Overhead Resistance…
ECB Minutes Highlight Internal Division About Policy Outlook…
Executive Summary Natgas Price Surge Boosts Hydrogen's Prospects
EU Gas Crisis Boosts Hydrogen's Prospects…
Executive Summary Our recommended model bond portfolio outperformed its custom index by a robust +48bps in Q1/2022 – an impressive performance given the significant uncertainties stemming from the Ukraine war, surging commodity prices and hawkish central…
Eurozone Investor Morale Falls Below Expectations…