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By Investment Desk
Macro Outlook, Market Updates

Macro Outlook Q4 2019 | The Japanification of the Global Economy

On the back of the screeching handbrake turn by major Central Banks, financial markets are showing signs of extreme confusion: while equity markets still seems to be in “insurance policy” mode, bond markets have moved to price in a higher likelihood of recession. It is most evident in the astounding appetite for the safest of […]

By Investment Desk
Macro Outlook, Market Updates

Macro Outlook Q3 2019 | Monetary Policy in Full Swing

By Investment Desk
Macro Outlook, Market Updates

Macro Outlook Q2 2019 | The Fed blinks: tightening policy postponed

By Pau Morilla Giner
Market Updates

Pau Morilla-Giner, CIO on Bloomberg