Latest Market Updates and Analysis
Macro Outlook, Market Updates
Macro Outlook Q4 2019 | The Japanification of the Global Economy
On the back of the screeching handbrake turn by major Central Banks, financial markets are showing signs of extreme confusion: while equity markets still seems to be in “insurance policy” mode, bond markets have moved to price in a higher likelihood of recession. It is most evident in the astounding appetite for the safest of […]
Macro Outlook, Market Updates
Macro Outlook Q3 2019 | Monetary Policy in Full Swing
Macro Outlook, Market Updates
Macro Outlook Q2 2019 | The Fed blinks: tightening policy postponed
Market Updates
Pau Morilla-Giner, CIO on Bloomberg
Macro Outlook, Market Updates