Will a change in Congress change the outlook for
Brazil Elections and the Fiscal Outlook
Departement Recherche2026-10-05T17:46:55+02:00Brazil’s first round has strengthened Flávio Bolsonaro’s position ahead
Julius Baer
Departement Recherche2026-09-30T11:04:57+02:00Julius Baer is turning a page. FINMA has closed
Blackstone Private Credit Fund
Departement Recherche2026-09-29T14:30:50+02:00Private credit is facing its first meaningful test in
Shriram Finance Follow-Up
Departement Recherche2026-09-23T11:18:55+02:00Shriram 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
