Shriram Finance has entered FY27 with stronger earnings, materially
France, Europe and the Return of Political Risk
Departement Recherche2026-09-22T09:46:55+02:00Political risk is returning as a market variable, and
The Fed Chooses Credibility
Departement Recherche2026-09-22T09:23:41+02:00The Fed chose credibility over comfort. Its unanimous 25bp
Vertiv Holdings
Departement Recherche2026-09-16T10:12:19+02:00The AI build-out is not only about chips. Every
Gas Prices and Inflation Expectations
Departement Recherche2026-09-15T11:30:19+02:00Surging fuel prices are putting household inflation expectations back
White Paper – Hybrid Capital
Departement Recherche2026-09-15T11:26:39+02:00During the summer, we took some time to prepare
UBS – A Compromise, but Not the End of the Capital Debate
Departement Recherche2026-09-15T11:23:41+02:00UBS is back at the center of the Swiss
Nike vs Adidas – Diverging Momentum, Different Credit Stories
Departement Recherche2026-09-15T11:20:38+02:00After several client requests, we revisited Nike and Adidas
Warsh at Jackson Hole – A Clearer, More Hawkish Fed
Departement Recherche2026-09-15T11:18:23+02:00In this flash report, we assess Kevin Warsh's first
Braskem / Braskem Idesa – Restructuring Advances, but Key Economics Remain Open
Departement Recherche2026-09-15T11:16:25+02:00Braskem's restructuring story has entered a new phase. In
