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bullishMacroeconomics
30 Sep 2025 20:13Broker

ABN AMRO ESG Investor Survey – 2H 2025

The survey is aimed at better understanding investors' behaviour, preferences and screening criteria for fixed income ESG investing

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bullishMacroeconomics
27 Sep 2025 09:24Broker

US - This is what stagflation looks like

Tariffs and the immigration crackdown led to an immediate stagflationary impulse, but the overall picture is nothing like the 1970s yet

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bearishMacroeconomics
27 Sep 2025 09:23Broker

Oil market monitor - Glut looms while tensions keep prices afloat

Even after the announcement of OPEC+ to release additional 0.137 mb/d for October, the geopolitical uncertainty associated to additional sanctions...

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bearishMacroeconomics
26 Sep 2025 07:27Broker

Key views Global Monthly September 2025

While the tariff hit to growth remains significant, the deals struck over the summer – to the extent that they stick – have limited the downside risks

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bearishMacroeconomics
26 Sep 2025 07:26Broker

ECB Watch - A less independent Fed could mean more ECB cuts

As the central bank standing behind the world’s reserve currency – and the world’s biggest, most liquid bond market – this has implications that...

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