Japan, at the dawn of a new cycle: fiscal tensions and monetary normalisation in the Land of the Rising Sun
17 Mar 2026
Risk premiums and macroeconomics: a robust and cross-cutting relationship
10 Feb 2026
International economic scenario: tariff hikes vs. respite in uncertainty
13 Oct 2025
Will an ageing society pay lower interest rates?
17 Sep 2025
What is behind the ECB’s interest rates
16 Sep 2025
What are the implications of the Fed slowing down its balance sheet reduction process?
13 Jun 2025
Anatomy of a depreciation: the dollar in times of economic policy uncertainty
20 May 2025
Trump’s policies, the main question mark surrounding the global economic outlook
17 Mar 2025
Data and expectations set the tone in the markets
17 Dec 2024
Balance sheets: the not-so-visible normalisation of monetary policy
19 Nov 2024
Monetary policy in 2025: dialling-back time
19 Nov 2024
Liquid times, solid economy?
14 Nov 2024
Summer storms and underlying trends
17 Sep 2024
Uncertainty in the interest rate outlook
26 Jun 2024
The buzzword in the new international scenario: divergence
21 Jun 2024