Category Archives: Uncategorized

3 Things the European Investment Grade Fixed Income Team Talked About Last Week

1. UK & Article 50 – “It’s the End of the World as We Know It”  Last week, following a bit of back-and-forth between the lower House of Commons and upper House of Lords, legislation was introduced that allows UK … Continue reading

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Did Someone Say Earnings Growth?

Q4 earnings season in Europe has given investors something to cheer about. 75% of companies have reported to date, and the Q4 Earnings Per Share (EPS) are up 12.1% Y/Y. This is the strongest number since Q4 2013, with 7 … Continue reading

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Three Supporting Factors and One Major Concern for 2017

Qinwei Wang is an Economist. China’s economy has held up relatively well so far, after strong concerns one year ago. We expect some slowdown in 2017, but this should be less painful than in 2015. Let’s see the three supporting factors … Continue reading

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EM: Trump, Jump, Pump or Dump?

Alessia Berardi is a Senior Economist in charge of providing analysis on macroeconomic issues. Macroeconomic conditions in Emerging Markets (EMs) are much better today than they were at the end of 2015 or the beginning of 2016. In line with our … Continue reading

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Eurozone: Noisy Politics, Steady Economics

Andrea Brasili is a Senior Economist in charge of providing analysis on macroeconomic issues. After Brexit and the US presidential election, a third ballot nightmare materialized in December when the Italian constitutional referendum ended in a wide defeat for Prime Minister Matteo … Continue reading

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