Insights

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Investment Insights 07 September 2022

How aggressively should the ECB raise rates?

The ECB is expected to raise interest rates by 75bps when it meets this week, which would be the largest hike ever implemented. GianLuigi Mandruzzato looks at the risk of excessive monetary tightening by the bank.

GianLuigi Mandruzzato

3 min read

Sponsorships 06 September 2022

Boris Herrmann and Team Malizia christen new IMOCA race boat Malizia - Seaexplorer in Hamburg

Boris Herrmann and Team Malizia's new IMOCA race boat, Malizia - Seaexplorer, was revealed to the world for the first time on the 19 July in Lorient, France. Now, Boris Herrmann returns to his hometown of Hamburg to celebrate the Malizia Ocean Festival and officially christen the newly built boat in a ceremony conducted by 150 local children.

Marketing & Communications

4 min read

Investment Insights 05 September 2022

Are EU natural gas prices sensible?

The European price of natural gas recently exceeded EUR 300 MW/h driven by concerns about supplies from Russia ahead of the winter. In this Macro Flash Note, GianLuigi Mandruzzato looks at the fundamentals of the European market to the outlook for natural gas prices.

GianLuigi Mandruzzato

5 min read

Investment Insights 22 August 2022

Changes in the inflation process vs changes in the CPI

The recent surge in inflation in the US and elsewhere is highly unusual. To find a comparable episode, many commentators have pointed to the oil price shocks of the 1970s and 1980s, or even to the Korean War inflation in the 1950s.

Stefan Gerlach

4 min read

Investment Insights 18 August 2022

Taiwan caught in the middle of US-China power struggle

The visit of US House Speaker Nancy Pelosi to Taipei on 2 August sparked tensions between the US and China, with Taiwan caught in the middle. In this Macro Flash Note, Sam Jochim discusses the recent developments.

Sam Jochim

5 min read

Investment Insights 18 August 2022

US CPI inflation eases in July

At long last, headline CPI inflation declined in the US from 9.1% in June to 8.5% in July (y/y). Core inflation remained unchanged at 5.9%. In analysing the US CPI data, Stefan Gerlach notes that it is useful to look at the disaggregated data in terms of both monthly and annual changes.

Stefan Gerlach

5 min read

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Insights

How aggressively should the ECB raise rates?

Boris Herrmann and Team Malizia christen new IMOCA race boat Malizia - Seaexplorer in Hamburg

Are EU natural gas prices sensible?

Changes in the inflation process vs changes in the CPI

Taiwan caught in the middle of US-China power struggle

US CPI inflation eases in July

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