Insights

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GianLuigi Mandruzzato

Investment Insights 28. Juni 2022

Eurozone inflation expectations and real rates

In this Macro Flash Note, GianLuigi Mandruzzato looks at the evolution of inflation expectations and real interest rates in the eurozone after the ECB's recent pivot towards tighter monetary policy.

GianLuigi Mandruzzato

5 min read

Investment Insights 16. Juni 2022

OPEC+: too little, too late?

In early June, OPEC+ announced a higher-than-expected increase in oil supply. However, energy prices continue to rise. In this Macro Flash Note, Gianluigi Mandruzzato looks at the reasons behind the increase in prices and the factors that will influence performance in the coming months.

GianLuigi Mandruzzato

5 min read

Investment Insights 17. Mai 2022

US inflation: Past the peak, but then what?

US inflation appears finally to have peaked, but how quickly will it decline in coming months? Commodity prices remain high and global supply chain bottlenecks are still evident. Here four factors on the inflation outlook are analysed.

GianLuigi Mandruzzato

4 min read

Investment Insights 21. April 2022

French election is an existential moment for the global order

The election of the next French President will have important implications for the global geopolitical equilibrium. A Marine Le Pen victory would create challenges for the European Union and would have an impact on the Western response to the war in Ukraine.

GianLuigi Mandruzzato

6 min read

Investment Insights 13. April 2022

Yield curve inversion, recession risk and equity returns

Many commentators see the inversion of the US yield curve between 10 and 2-years as a bad omen for the economy and equity markets. In this Macro Flash Note, GianLuigi Mandruzzato looks at the performance of US GDP and equity markets during previous periods of yield curve inversion since the 1950s.

GianLuigi Mandruzzato

3 min read

Investment Insights • MFN 11. April 2022

Surprise output cuts reveal OPEC+’s red lines

On 2 April, several OPEC+ countries announced cuts to oil output targets, to take effect from 1 May. Oil prices surged on the news but remain well below the peaks seen after Russia invaded Ukraine. In this Macro Flash Note, GianLuigi Mandruzzato looks at the outlook for the oil market and concludes that the oil price rebound is unlikely to last.

GianLuigi Mandruzzato

3 min read

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Insights

Eurozone inflation expectations and real rates

OPEC+: too little, too late?

US inflation: Past the peak, but then what?

French election is an existential moment for the global order

Yield curve inversion, recession risk and equity returns

Surprise output cuts reveal OPEC+’s red lines

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