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China steps up to the new global economic context

Emerging countries are once again on the tips of investors’ tongues. After its central bank announcement indicating a more favorable position to the market, China’s stock markets surged ahead by close to 9%.

The central banks stay the course despite the war

Although it’s still too early to anticipate developments, there are some indications that the negotiation of an end-of-war pact in Ukraine is closer than was thought a few days ago.

Ukraine conflict impacts the economy again: oil soars past 125 dollars

A new central scenario is taking root among analysts. They have already started to envision a context of reduced growth expectations and inflation that should surge even higher.

Is it time to invest in banks?

In our central scenario in Europe, with high inflation and moderate growth (after the Russia-Ukraine conflict), we believe it is a good time to start considering investing in banks after the sharp falls in the stock market experienced by the sector.

Could the war lead to a recession or a stagflation scenario?

At the beginning of 2022, analysts were predicting that this would be the year of recovery: robust growth in much of the world. The global economy, which had already passed the Covid test and was already looking towards a calmer future, has been dealt a new unexpected reality check (again) by the Russian invasion of Ukraine.

First week of conflict: how stock markets are reacting

The attacks by Russian troops on Ukraine continue to put the markets on edge, with no way of predicting the true consequences of not only the armed conflict, but also the decisions made in the economic arena to stop Russia's advance.

The implications of war for the US stock market

By invading Ukraine, Russia has created a humanitarian crisis. At a time when heart-wrenching news footage reminds us daily that innocent people are losing their lives, discussing the market implications of such devastation can feel unseemly.

The consequences of the Russian attack for the markets and the economy

War has broken out. The markets had been in a state of tense calm over the last few days after the continuous threats from Russia that provoked the first sanctions by the United States and Europe.

Tense calm in the markets after sanctions against Russia

For yet another week, investors are keeping a watchful eye on the geopolitical tensions in Ukraine. After Russia's recognition of the Donetsk and Luhansk regions, and amid escalating tensions in the region, the United States and the European Union have already announced sanctions.