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Analyses of current macro and market developments

March 27, 2025

News

Potential economic impacts of peace in Ukraine

  As negotiations continue with a view to reaching a possible peace agreement in Ukraine, hopes are growing for an economic recovery in Europe. Markets are hopeful about the restoration of energy trade, as well as the reorientation of military spending. However, uncertainty over the...

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March 26, 2025

News

An economic Equinox in the US

On Thursday March 20th, the Northern Hemisphere marked the Spring Equinox. During this phenomenon, we experience an identical amount of daylight and night-time hours due to the Earth’s position in its orbit around the Sun. In some sense, it feels like the US economy is...

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March 10, 2025

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Investors begin to get back their appetite for Europe

Written as at 6th March 2025 European equites have taken centre stage in 2025, defying expectations and outpacing their US counterparts.  The Europe Stoxx 600 has risen by around 9% year-to-date, while Germany’s DAX has surged by almost 16%, with both indices hitting new record...

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January 28, 2025

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Navigating Europe’s Demographic Challenges: The Burning Need for Increased Productivity

  Europe faces a multitude of structural challenges that threaten its economic stability and future growth. In addition to the ongoing malaise in manufacturing, political uncertainty and a decline in competitiveness and investment, Europe faces the pressing problems of an ageing population and a shrinking...

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January 23, 2025

BILBoardNews

BILBoard January 2025 – Snakes and ladders

While western New Year celebrations are already behind us, January 29th will usher in the Chinese New Year of the Snake. People belonging to that year are said to be intelligent and intuitive, with refined taste. They are considered creative and extremely diligent. For investors,...

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