Inflation, War, And COVID Drag On
Headwinds Are Eroding Credit Buffers On May 17, we announced downward revisions to our global macroeconomic base-case forecasts of between… »
Market Spinner
MARKET MOVES •Last week concerns about the global economy and Fed monetary policy drove market sentiment. •Cut off of gas… »
Russia halts gas exports to Poland and Bulgaria
“The decision by Gazprom to halt gas supplies to Poland and Bulgaria after both countries refused to use Russia’s proposed… »
Macron’s re-election is positive for French assets
Emmanuel Macron won French presidential elections: In Sunday’s second-round runoff, Macron defeated far-right National Front leader Marine Le Pen by… »
Fed likely set for a 75bp hike and more balance sheet reduction
It’s hard not to fixate on comments from the Fed’s Bullard suggesting that a 75bp rate hike would not be… »
The Russia-Ukraine Conflict: European Banks Can Manage The Economic Spillovers, For Now
European banks can manage the economic spillovers from the Russia-Ukraine conflict under our base case that envisages business disruptions in… »
Plenisfer’s 2022 Outlook
Looking at the current and future scenario, we remain cautious in terms of overall risk taking. Some long-standing trends, such… »
WisdomTree European thematic quarterly update
Thematic universe overview AUM in thematic Exchange Traded Funds (“ETFs”) and open-ended funds stands at $289 billion as of end… »
Oil Prices and Growth: Is This Time Different?
Global growth expectations have dropped with the spike in oil prices, which have historically often been associated with surges in… »
Impact of the drive for energy security
• We see the West’s drive for energy security slowing growth, increasing inflation and stoking demand for non-Russian fossil fuels… »
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