MACRO INSIGHTS

A journey to the heart of Europe with Euro: digitization of currency is the new normal, but careful not to break the balance of cash
With Fed's hawkish pause and a less resilient Eurozone economy than expected, ECB is increasingly running the risk of worsening the economic outlook
ATH but something doesn't add up: index is doped by dividends showing German blue chips have not risen in price in the past 20 years
Double-digit positive quarter ends after Central Banks start throwing money back into the system: liquidity is not a solution but a kick in the can
How DAX index changes after Commerzbank's return
How central banks are reacting and implications for markets
The Macro Point of View In This Early 2023
The mixture of uncertainty, irrationality and euphoria in the first documented bubble in history now seems a distant memory. Or does it?
What to expect from this hot summer
Fading inflation momentum could end up being positive for the market, but fading growth is more likely to dominate the narrative first
Traders has been directed toward extreme levels, and this usually coincides with moments of panic and greed in the markets
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What you need to know about russian-ukrainian conflict