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Newsletter List

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.

May 2022

May 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, Darryl Karberg, President, elaborates on Just Eat Takeaway exploring sale of Grubhub.

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.

November 2021

November 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, Mats Lützenkirchen, Head of our Investment Banking Division, elaborates on the post-pandemic cruise ship industry. Moreover, in our Regional View, Frauke Lührs examines the shifting political landscape in Germany.

May 2021

May 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, Francesco Guimarães, elaborates on recent setbacks in Chinese markets. Moreover, in our Regional View, Ruben Pratapsinh examines the inflationary pressures on the US economy.

April 2021

April 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, Madalena Azevedo, our Vice President, elaborates on Chinese inflationary pressures and impact on word prices.

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