
INSIGHTS AND DOCUMENTS
UPDATES FROM THE FINANCIAL WORLD
Global View
Carrying on
August 2021 has long been feared as the riskiest month for financial markets, not only due to seasonal factors but also and foremost for the annual central banks symposium in Jackson Hole, typically known for Fed to announce to the market any relevant changes regarding the way it conducts its...
01 Sep 2021
Serie Podcast Mercati di frontiera
EPISODE 6 – ECUADOR
We would like to introduce you to the sixth episode of our monthly Frontier Markets Podcasts Series, the focus of this episode is Ecuador.
26 Aug 2021
Global View
NO CHANGE IN SIGHT
Together with the reporting season, the meetings of the ECB and the Federal Reserve were the main events of the last two weeks. After Lagarde's surprise announcement a month ago that the monetary policy strategy review had been completed, all eyes were on the ECB meeting to understand if and how...
04 Aug 2021
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...
21 Jul 2021
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.
05 Jul 2021
Serie Podcast Mercati di frontiera
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.
25 Jun 2021
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.
21 Jun 2021
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.
07 Jun 2021
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