INSIGHTS AND DOCUMENTS

UPDATES FROM THE FINANCIAL WORLD

Global View

HOW BAD IS BAD?

Contrary to what normally happens, governments and central banks have recently stressed how things could take a turn for the worse in the near future. In particular, governments worldwide have put a lot of emphasis on the Delta variant’s spread, while Mr. Powell pointed out that the economy could...

Monthly Frontier Markets Report

STRATEGY PROFILE - JUNE

Global View

FLUSH WITH CASH

Financial markets ended the second quarter with a substantial rally especially in the asset classes and market segments that lagged the most in previous months: the growth stocks in the US and the government bonds (rising prices, falling rates) in fixed income markets.

Frontier Markets Podcast Series

EPISODE 5 – IRAQ

We would like to introduce you to the fifth episode of our monthly Frontier Markets Podcasts Series, the focus of this episode is Iraq.

Global View

Number Crunching

Over the past two weeks the ECB and the Fed held their periodic meetings and they both reaffirmed that inflation is transitory, while economic growth may be more disappointing than expected.

Monthly Frontier Markets Report

STRATEGY PROFILE - MAY

Global View

WANING STIMULUS

For more than a year now, consumers and businesses have benefited from unprecedented fiscal support, to the point that, as elaborated in previous publications, there has been an unusual event, namely an increase in disposable income during a recession.

Global View

HERE TO STAY

Several important inflation figures have been released in the past couple of weeks, but all of them were quickly branded by the Fed as transitory and/or due to the base effect, and markets quietly followed suit. Let's carefully and objectively review those data.