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Newsletter List
February 2023
February 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, Guilherme Lopes reviews the current actions of central banks and interest rates. Moreover, in our Regional View, David Biewald sheds light on China’s economy and its current impact on global markets.
January 2023
January 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, Filippo Marchesin reviews the impact of events in 2022 on the private equity industry. Moreover, in our Regional View, Jakub Nasilowski sheds light on Japan’s monetary policy.
December 2022
December 2022
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, Karolin Kolarik elaborates on the current political and economic turbulences in the Chinese market. Moreover, in our Regional View, Philipp Hauswurz discusses Europe’s inflation outlook.
November 2022
November 2022
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, Yutong Wang, elaborates on the timeline of Elon Musk’s Twitter acquisition. Moreover, in our Regional View, Tomás Forte Vaz, discusses the UK’s negative economic outlook.
April 2022
April 2022
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, Margaux Richard de Foucaud, elaborates on fast-fashion giant Shein’s USD 100 bn valuation. Moreover, in our Regional View, Nicolas Gomez, discusses whether the Chinese Tech-Crackdown is coming to and end.
March 2022
March 2022
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, David Silva, elaborates on the current economic environment. Moreover, in our Regional View, Yan Afonso Souza, discusses the obstacles of Bangladesh’s economic development.
February 2022
February 2022
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, our Head of Corporate Relations, Arsenio Renato Jr, elaborates on the rise of Brazil as a fintech hub. Moreover, in our Regional View, our Head of Communications, Sara Ivackovic, reviews the Russo-Ukrainian conflict.
January 2022
January 2022
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, Roman Bauer, elaborates on the future of gaming. Moreover, in our Regional View, Simon Hoffmann, reviews the impacts of Brexit.
December 2021
December 2021
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, Rodrigo Baltazar, elaborates on the rise of “Ghost Newsletters”. Moreover, in our Regional View, Lisa-Marie Perchtold, Head of Financial Markets Division, examines the Turkish Lira crisis.
Newsletter List
February 2023
February 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, Guilherme Lopes reviews the current actions of central banks and interest rates. Moreover, in our Regional View, David Biewald sheds light on China’s economy and its current impact on global markets.
January 2023
January 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, Filippo Marchesin reviews the impact of events in 2022 on the private equity industry. Moreover, in our Regional View, Jakub Nasilowski sheds light on Japan’s monetary policy.
December 2022
December 2022
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, Karolin Kolarik elaborates on the current political and economic turbulences in the Chinese market. Moreover, in our Regional View, Philipp Hauswurz discusses Europe’s inflation outlook.
November 2022
November 2022
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, Yutong Wang, elaborates on the timeline of Elon Musk’s Twitter acquisition. Moreover, in our Regional View, Tomás Forte Vaz, discusses the UK’s negative economic outlook.
April 2022
April 2022
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, Margaux Richard de Foucaud, elaborates on fast-fashion giant Shein’s USD 100 bn valuation. Moreover, in our Regional View, Nicolas Gomez, discusses whether the Chinese Tech-Crackdown is coming to and end.
March 2022
March 2022
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, David Silva, elaborates on the current economic environment. Moreover, in our Regional View, Yan Afonso Souza, discusses the obstacles of Bangladesh’s economic development.
February 2022
February 2022
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, our Head of Corporate Relations, Arsenio Renato Jr, elaborates on the rise of Brazil as a fintech hub. Moreover, in our Regional View, our Head of Communications, Sara Ivackovic, reviews the Russo-Ukrainian conflict.
January 2022
January 2022
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, Roman Bauer, elaborates on the future of gaming. Moreover, in our Regional View, Simon Hoffmann, reviews the impacts of Brexit.
December 2021
December 2021
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, Rodrigo Baltazar, elaborates on the rise of “Ghost Newsletters”. Moreover, in our Regional View, Lisa-Marie Perchtold, Head of Financial Markets Division, examines the Turkish Lira crisis.
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