Ahead of the Curve, Q4 2022
Fast reading: Macro outlook: The European energy crisis, mounting inflation (implying tighter monetary policies), and a poorly performing Chinese economy are all battling for the spotlight on the stage of economic uncertainty. The geopolitics of high inflation: While policy decisions are often the results of short-term pressures, recent geopolitical developments can provide some guidance with […]
Central banks ramp up rates in shadow of recession
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Markets take fright as Xi assumes total control
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Inflation still stubbornly high despite central bank hikes
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UK government woes continue to overshadow markets
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Sustainable Global Equity, Q3 2022 report
Are global supply chains on the mend?
360°, Q3 2022
Rates, recovery, recession
Expectations of Fed pivot begin to gain traction
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Fiorino: Can Europe’s banks withstand high-pressure energy disruption?
As Europe grapples with a gas crisis caused by the war in Ukraine, investors are facing up to a fundamental truth: energy is everything. Russia’s efforts to restrict, or cut off, the flow of natural gas to Europe via the Nord Stream 1 pipeline, which runs under the Baltic Sea from Russia to Germany, has […]
Markets on edge despite Bank of England intervention
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