Signals coming from financial markets, like the further compression in sovereign bonds’ term spreads and the inversion of the US yield curve, have raised worries of an imminent recession in developed economy
06/12/2019
In November, US the economy added 266K new jobs, much above expectations. The unemployment rate fell to a record low of 3.5%.
Read Now05/12/2019
The UK general election will take place on Dec. 12. Latest polls see the Conservative Party ahead of Labour. However, given the various difficulties in forecasting, the election result is still not a foregone conclusion.
Read Now05/12/2019
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.