In an acceleration of the dovish pivot undertaken since December, the Fed has marked down the growth and inflation outlook for this year and next. Consequently it now envisages only one more rate increase, in 2020. The fed fund rate will then remain below its long term value for the next three years.Read Now
Discover Generali Investments ESG Guide from A to Z that covers some of the key topics of the forward looking world of sustainable finance.Read Now
Yesterday evening, UK PM Theresa May lost the second meaningful vote on the EU-UK withdrawal agreement again by a wide margin. Today, we expect the British Parliament to reject a no-deal Brexit, followed by a vote to extend the Brexit date tomorrow.Read Now
At today’s Governing Council meeting, the ECB surprised markets by adopting a series of supportive monetary policy measures: Key rates will not be altered at least until year-end 2019 (from “through summer 2019” before), a series of new TLTROs was announced and the fixed-rate full allotment procedure was extended until at least March 2021.Read Now
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Edited by the Macro & Market Research Team. The team of 13 analysts based in Paris, Cologne, Trieste, Milan and Prague runs qualitative and quantitative analysis on macroeconomic and financial issues.
The team translates macro and quant views into investment ideas that feed into the investment process.
Spring has come early this year, and risk assets too are flourishing – despite the slump in exports and industrial data. Investor participation has been poor, hence this rally still has legs for now.Read Now
On Sunday, US President Trump announced that he would delay to an unspecified date the tariff increase on imports from China which were scheduled to start on March 1.Read Now