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By: Francis (Frank) J. Kelly
The world watches and waits for Iran’s retaliatory response to Israel; Harris to announce her vice-presidential running mate.
Could there finally be a ceasefire in Gaza? Indian Prime Minister Modi makes a historic visit to Ukraine, and Central Bankers gather in Jackson Hole.
Waiting and watching in the Middle East. What happens next in Venezuela? Ukraine’s bold assault across Russia’s border in the Kursk region might change the face of the war.
Congress is back to work, but what do they have left to do in 2024? And will Speaker Johnson lose his job?
The economic impact of climate change is demonstrated by seeing, feeling and smelling wildfire smoke. Measuring and forecasting all their costs is a lot harder.
The upcoming Earth Day on April 22nd highlights how new instruments to protect the environment may also boost Europe’s industrial competitiveness.
How and why we still need to do more to get more women into finance, encourage more women to invest and improve education about gender, diversity and finance.
The Fed stuck to its inflation-fighting script yesterday, pointing to other tools available for fighting market stress. Markets didn’t really appreciate it – but it does suit our script.
Assessing progress towards reaching 2030 targets is essential for Europe’s future success. It also highlights the need for more investments and further policy action.
Europe is embracing digitalization and renewable energy – This will require substantial investments
“Big was beautiful” in the U.S. – European stocks chased U.S. big caps for the longest time
Europe's retail sector was shaken up by Covid but we see good grounds to believe it is stabilizing, helping European economies in 2H23 along with a growing service sector.
Emerged as relative winners in the fixed-income segment – and we believe they can still deliver
Europe’s bank sector has proven resilient since the Credit Suisse rescue but AT1 bonds have still not fully recovered – making them all the more attractive, in our view.
Younger investors might have been caught off guard by the recent outperformance of European stocks versus their U.S. peers. We think it may well continue.
