The macro-financial environment behind the economic outlook
17 Mar 2026
Innovation, expectations and vertigo: is AI-driven concentration reshaping Wall Street?
12 Feb 2026
Investment flows in times of Trump 2.0
13 Oct 2025
Data and expectations set the tone in the markets
17 Dec 2024
Summer storms and underlying trends
17 Sep 2024
The markets, at the mercy of the elections and political uncertainty in June
15 Jul 2024
Risks in the US commercial real estate sector
13 Mar 2024
US monetary policy and stock market performance
17 Jan 2024
The Silicon Valley Bank intervention and its implications
17 Apr 2023
What goes up... must come down? The outlook for equities
11 Feb 2022
The US debt ceiling back in the spotlight
18 Oct 2021
Will inflation trigger new turbulences in the financial markets?
13 Sep 2021
Does the potential rise in long-term yields pose a risk to equities?
16 Jul 2021
The movement of money, securities... and sentiment in the financial markets
14 Jun 2021
US stock market: rational exuberance?
12 Mar 2021