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Active Thinking
Active Thinking: Fundamentals for European banks have never been stronger
20 November 2024

Atlanticomnium’s Romain Miginiac discusses the strong fundamentals of European banks and his latest perspective on the pricing of extension risk.

Multi-Asset Blog
UK inflation jumps to six-month high
20 November 2024

Above-target 2.3% largely attributed to move in energy price cap, although further “one-offs” could be awkward for policymakers’ easing narrative.

Multi-Asset Blog
US inflation takes upward turn in October
13 November 2024

Headline inflation rises for the first time in seven months, lifted by housing costs, while core inflation holds well above Fed’s official target.