The Confidence "Interval"
Europe’s banking sector is back in the spotlight – and, once again, it is for less than positive reasons. Unlike earlier episodes, however, the...
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ANIMAL SPIRITS Update: OPEC Fuels Base Effect - Oil, Inflation &Â The Fed, Yields, Financials and EM
Executive Summary OPEC production cut plan supports our macro thesis of an oil-led, inflation expectations uplift. Our original WTI peak base...
299 Views
Societe Generale VS Deutsche Bank: EUROSTOXX50 Inclusion in Banks
GLE FP is close to the Banks sector‑coverage threshold following a price rally, and may be added to EUROSTOXX50 in Sep 2026 if it surpasses DBK GR...
181 Views
Financial Services Observer: Solving the Interest Rate Equation
Trends in Technology, Demographics, and Borrowing Will Set the Course of Rates We hypothesise that three main factors will determine the future...
320 Views
London Continues to Dominate Forex Trading
Suggestions that London's leading role as a hub for forex trading is under threat are much exaggerated. London, and to a lesser extent New York,...
278 Views