Research
Choose Language
May 6, 2022
BilboardBILBoard May 2022 – A bumpy ride but with some shock absorbers still intact
By now the majority of us have felt the sting of rising prices first-hand. Central banks are under increasing pressure to prevent inflation from becoming entrenched in expectations and the creation of a self-fulfilling feedback loop. Despite the inflationary environment (which was prevalent well before the conflict in Ukraine) and rising rates, corporate margins are yet to be meaningfully impacted. In fact, analysts currently expect that the ongoing Q1 earnings season should be the weakest of 2022, and insofar, it has exceeded expectations on both sides of the Atlantic. Read more...
More
July 18, 2024
BilboardBILBoard August 2024 – Stocks get tha...
Based on the Committee of 15th July 2024 Over the past few weeks, two important developments have played out for investors. Firstly, US inflation...
July 16, 2024
NewsTourism, a fragile pillar of Europe&#...
Accounting for around 10% of the EU's GDP, tourism is one of the key pillars of the European economy, with a considerable impact on...
July 1, 2024
NewsCan US households continue driving gr...
Consumers are the Atlas holding up the American economy. With the US representing around one-quarter of global output, and with personal consumption accounting for an...
June 21, 2024
BilboardBILBoard – Summer 2024
Despite tight monetary conditions, the global economy held up remarkably well throughout the first half of 2024. From this point on, it appears to be...