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Newsletters

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

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

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

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

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

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.

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

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

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

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.

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