How will the economies and stock markets perform?
The state of the markets and the economic outlook. Analysis by Filippo Casagrande, Chief of Investments, Generali Investments.
What Warsh will do at the Fed. Pimco Report
Kevin Warsh’s Fed might focus on stricter rules, less guidance to the markets, and a gradual balance sheet reduction, while high inflation and geopolitical tensions complicate the U.S. macroeconomic landscape. Analysis by Richard Clarida, Global Economic Advisor at Pimco.
Here are the ECB’s next moves.
Eurozone: ECB heading towards two cuts in 2026, Here’s why. Analysis by Neil Mehta, Portfolio Manager, RBC BlueBay
How will interest rates perform in America and Europe?
Present and future of interest rates in the United States and the Eurozone. Analysis by Mauro Valle, Head of Fixed Income at Generali Asset Management
War, what are the scenarios for energy, interest rates, bonds, and stock markets?
Financial and macroeconomic facts and perspectives with the Gulf War. Analysis by Filippo Casagrande, Chief of Investments, Generali Investments
