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A key focus of 2020 will, we think, be ‘green spending’. It is set to move to… Read more
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The discontinuation of the Swiss franc/euro minimum exchange rate policy by the… Read more
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10 Dec 2019  |  

Can Swiss rates go much lower?

The Swiss National Bank (SNB) needs to maintain its interest rate differential… Read more
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Despite low commodity prices and slow global trade taking their toll on the… Read more
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Financial markets, on the surface, have been calm for much of 2019. Global… Read more
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27 Sep 2019  |  

Portugal is back

Portugal is back. Eight years after being forced to ask for financial assistance… Read more
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The next SNB meeting is much anticipated. While many commentators expect that… Read more
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Much attention has been paid to the recent inversion of the US term structure as… Read more
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Italy is once again facing a political crisis. In this edition of Infocus,… Read more
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The next general election in Argentina represents an important inflection point… Read more
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22 Jul 2019  |  

Is there a new gold rush?

After years of stagnation, the rise in the price of gold in 2019 has led many to… Read more
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10 Jul 2019  |  

Oil market tightness ahead

2019 has seen a recovery in the oil price, followed by more recent volatility.… Read more
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The slope of the US yield curve is an excellent forecaster of recessions. In… Read more
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22 Jul 2019  |  

Is there a new gold rush?

After years of stagnation, the rise in the price of gold in 2019 has led many to… Read more
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The ECB’s inflation target – or, to be more precise, definition of price… Read more