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Analyses of current macro and market developments

November 7, 2024

News

The impact of the US election

    The results of the US presidential election have been made clear, with Donald Trump elected as the President of the United States for the second time. Even before all the votes were counted, the dollar climbed higher against a basket of currencies as...

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November 5, 2024

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Europe heads into winter two years after the energy crisis

  The 2022 energy crisis was a wakeup call for Europe, revealing Europe's energy vulnerability. A lot has been done been since, from reducing dependence on Russian gas to cutting overall gas consumption by 18%. Households have made great effort to change their habits, but...

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September 9, 2024

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What lies behind recent trends in the Eurozone’s labour market? How does Luxembourg compare?

At 6.4%, the Eurozone unemployment rate currently sits at its all-time low, but the picture varies from country to country. Labour market trends will influence the pace of the ECB's rate cutting campaign to support the Eurozone economy. We take the pulse of the dynamics...

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August 14, 2024

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Taking stock on the recent market sell-off

Following the market meltdown that occurred at the beginning of August, we wanted to provide a recap of events for our clients and outline how we approached the situation.   What happened? The turmoil originated in Japanese markets. With the yen continuing its rebound against...

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July 16, 2024

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Tourism, a fragile pillar of Europe’s recovery

  Accounting for around 10% of the EU's GDP, tourism is one of the key pillars of the European economy, with a considerable impact on employment and development. With the summer holiday season in full swing, we take a look at the latest travel trends...

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