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Newsletters

November 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, Gonçalo Marques, elaborates on the antitrust lawsuit between the US and Google.

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

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.

April 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, our IBD Head, Tobias Berberich elaborates on the impact of sponsor activity on the healthcare sector.

March 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, Federico Farina elaborates on Bob Chapek to succeed long-time Disney CEO Bob Iger.

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.

January 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, Paulina Michel, our head of communications, elaborates on the reduced Reserve Requirement Ratio in China and its

December 2019

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, Federico Farina elaborates on the influence that the boom in the US M&A environment has on the financial market.

November 2019

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, Rafael Santos elaborates on Microsoft’s ten billion dollar cloud contract with the Pentagon, reflecting over its impact prompting cloud adoption.

May 2019

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 Vice-President João Sousa Mendes elaborates on the implications of Visa and Mastercard commitment of cutting foreign card fees.

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