top of page
Newsletter List
March 2026
March 2026
In our Macro Overview section, analysts from the Financial Markets Division will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Nils Becherer explores the impact of the US Tariffs in Question After Supreme Court Ruling and what that means for the economy and markets.
February 2026
February 2026
In our Macro Overview section, analysts from the Financial Markets Division will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Pape Abdou Diagne explores the impact of the Bayer AG’s 2025 Revival Momentum and what that means for the economy and markets.
January 2026
January 2026
In our Macro Overview section, analysts from the Financial Markets Division will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Pape Abdou Diagne explores the impact of the Bayer AG’s 2025 Revival Momentum and what that means for the economy and markets.
December 2025
December 2025
In our Macro Overview section, analysts from the Financial Markets Division will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Julia Karaś explores the impact of the longest US shutdown and what that means for the economy and markets.
April 2025
April 2025
In our Macro Overview section, analysts from the Financial Markets and Private Equity Divisions will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Felix Schappacher discusses the trade war caused by US President Trump’s aggressive tariff hikes and what it means for investors and the economy.
March 2025
March 2025
In our Macro Overview section, analysts from the Financial Markets and Private Equity Divisions will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Selamawit Asegid discusses the outcome of the 2025 German federal election, its implications for government policy and the potential impact on financial markets.
Newsletter List
March 2026
March 2026
In our Macro Overview section, analysts from the Financial Markets Division will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Nils Becherer explores the impact of the US Tariffs in Question After Supreme Court Ruling and what that means for the economy and markets.
February 2026
February 2026
In our Macro Overview section, analysts from the Financial Markets Division will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Pape Abdou Diagne explores the impact of the Bayer AG’s 2025 Revival Momentum and what that means for the economy and markets.
January 2026
January 2026
In our Macro Overview section, analysts from the Financial Markets Division will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Pape Abdou Diagne explores the impact of the Bayer AG’s 2025 Revival Momentum and what that means for the economy and markets.
December 2025
December 2025
In our Macro Overview section, analysts from the Financial Markets Division will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Julia Karaś explores the impact of the longest US shutdown and what that means for the economy and markets.
April 2025
April 2025
In our Macro Overview section, analysts from the Financial Markets and Private Equity Divisions will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Felix Schappacher discusses the trade war caused by US President Trump’s aggressive tariff hikes and what it means for investors and the economy.
March 2025
March 2025
In our Macro Overview section, analysts from the Financial Markets and Private Equity Divisions will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Selamawit Asegid discusses the outcome of the 2025 German federal election, its implications for government policy and the potential impact on financial markets.
bottom of page