Latest Market Updates and Analysis

1 2 10 11
By Pau Morilla Giner
Market Updates

Note from the CIO November 2019 | FOMO + QE = Fuel for the markets, but for how long?

The herd is thundering back into risk-taking. The sudden improvement in investors’ sentiment has come as the Fed has reversed its policy of five years, and started to expand its balance sheet again. It did this to restore liquidity to the repo market, where banks raise their short-term funding, and the Fed has protested repeatedly […]

By Investment Desk
Macro Outlook, Market Updates

Macro Outlook Q4 2019 | The Japanification of the Global Economy

By Investment Desk
Macro Outlook, Market Updates

Macro Outlook Q3 2019 | Monetary Policy in Full Swing

By Pau Morilla Giner
Market Updates

Pau Morilla-Giner, CIO on Bloomberg

By Investment Desk
Macro Outlook, Market Updates

Macro Outlook Q1 2019 | It’s cold without the QE blanket

1 2 10 11