Newsletter List

March 2021
March 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, Gonçalo Santos elaborates on the rise of SPACs. Moreover, in our Regional View, Sebastian Hartmann examines the Covid-19 vaccine rollout in Africa.

February 2021
February 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, Daniele Notarnicola, our Head of Corporate Relations, elaborates on the rise of so called “Zombie Companies” during the Covid-19 recession.

January 2021
January 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, Hannes Stingel, elaborates on the key takeaways from the Brexit deal for Britain and the EU. Moreover, in our Regional View, Alessandro Astore, examines if 2021 could be the year to start showing interest in Italy’s debt.

December 2020
December 2020
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, Pedro Santos Vitor, elaborates on the entanglement the European Union finds itself over recovery plans.

June 2020
June 2020
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, Tobias Berberich, our IBD Head, elaborates on the impact of the pandemic in the high-quality crude oil, shade, in the US.

May 2020
May 2020
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, Michele Marcaccio, our Vice-President, elaborates on why the VC market is now so reluctant to provide funding to Startups.

February 2020
February 2020
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, Marvin Breuer, elaborates on why profitability does not matter for Software as a Service (SaaS) valuations.