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Newsletter List

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.

February 2024

February 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, Miguel Amaral sheds light on the upcoming United States presidential election. Moreover, in our Regional View, Luisa Kloth explicates the results and potential implications of Taiwan’s 2024 elections.

January 2024

January 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, Niccoló Casamatta reviews the key developments of the EU’s Green New Deal. Moreover, in our Regional View, Naomi Steiner Oliva sheds light on Germany’s reactions following their constitutional court ruling.

December 2023

December 2023

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, Peer Lasser reviews the attempt of the German Football League to secure Private Equity backing. Moreover, in our Regional View, Afonso Domingues sheds light on the interest rate landscape in the United States.

November 2023

November 2023

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, Beatriz Domingues Pereira reviews the conflict between Israel and Hamas. Moreover, in our Regional View, Alexander Knott sheds light on the interest rate landscape in the United States.

May 2023

May 2023

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, Charlotte Mayr reviews the conflict between China and Taiwan. Moreover, in our Regional View, Pauline Schueller sheds light on President Biden’s ambitions of re-running for president.

April 2023

April 2023

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, Marlin Egbuna reviews the impact and consequences of the banking crisis. Moreover, in our Regional View, Francisca Bombas sheds light on the pension reform and resulting strikes in France.

March 2023

March 2023

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, Marie Klingsporn elaborates on the healthcare industry post-Covid-19. Moreover, in our Regional View, Lars Dahle discusses the current state of home sales in the United States.

Newsletter List

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.

February 2024

February 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, Miguel Amaral sheds light on the upcoming United States presidential election. Moreover, in our Regional View, Luisa Kloth explicates the results and potential implications of Taiwan’s 2024 elections.

January 2024

January 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, Niccoló Casamatta reviews the key developments of the EU’s Green New Deal. Moreover, in our Regional View, Naomi Steiner Oliva sheds light on Germany’s reactions following their constitutional court ruling.

December 2023

December 2023

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, Peer Lasser reviews the attempt of the German Football League to secure Private Equity backing. Moreover, in our Regional View, Afonso Domingues sheds light on the interest rate landscape in the United States.

November 2023

November 2023

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, Beatriz Domingues Pereira reviews the conflict between Israel and Hamas. Moreover, in our Regional View, Alexander Knott sheds light on the interest rate landscape in the United States.

May 2023

May 2023

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, Charlotte Mayr reviews the conflict between China and Taiwan. Moreover, in our Regional View, Pauline Schueller sheds light on President Biden’s ambitions of re-running for president.

April 2023

April 2023

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, Marlin Egbuna reviews the impact and consequences of the banking crisis. Moreover, in our Regional View, Francisca Bombas sheds light on the pension reform and resulting strikes in France.

March 2023

March 2023

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, Marie Klingsporn elaborates on the healthcare industry post-Covid-19. Moreover, in our Regional View, Lars Dahle discusses the current state of home sales in the United States.

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Nova Investment Club.
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