top of page
Newsletter List
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.
December 2024
December 2024
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, Lorenzo Maria Lucicesare reviews some of the major implications of Donald Trump’s recent US Presidential election victory.
November 2024
November 2024
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, Adam Green explores the details and aims of China’s recent stimulus measures.
Our Investment Banking Division will guide you through October’s overall M&A activity.
Newsletter List
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.
December 2024
December 2024
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, Lorenzo Maria Lucicesare reviews some of the major implications of Donald Trump’s recent US Presidential election victory.
November 2024
November 2024
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, Adam Green explores the details and aims of China’s recent stimulus measures.
Our Investment Banking Division will guide you through October’s overall M&A activity.
bottom of page