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Newsletters
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
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
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.
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
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
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
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
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
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.
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