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Newsletter List

May 2025

May 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, Lorenzo Maria Lucicesare investigates key

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.

February 2025

February 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.

January 2025

January 2025

In the Macro Overview section, our analysts will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Theresa Christina Noecker reviews some of the key details from November’s COP29 summit in Baku.

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.

May 2024

May 2024

In our Macro Overview section, analysts from both divisions will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Fabio Schiller sheds light on the latest trends and ongoing pressures of the UK housing market.

April 2024

April 2024

In our Macro Overview section, analysts from both divisions will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Jakub Jarzęczka sheds light on Elon Musk’s lawsuit against OpenAI. Moreover, in our Regional View, Leon Wagner explains how India’s stock market surge is related to the economic prospects of the country.

March 2024

March 2024

In our Macro Overview section, analysts from both divisions will cover broad macro themes while reviewing major economic news from the past month. In our Deeper Dive section, Leon Wolff sheds light on the EU’s move to align trade with climate goals. Moreover, in our Regional View, Lorenzo Bonoli explains the fiscal challenges faced by Italy.

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Nova Investment Club.
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