President Macron faces narrow path to reform given less favourable socio-economic conditions
Emmanuel Macron’s election victory on 24 April supports policy continuity for France (AA, stable) and for European integration, but popular… »
Global Rates Notes: May 2022 Refunding Preview
We expect Treasury to announce a final round of nominal auctions size cuts, concentrated at longer maturity sectors, at its… »
The Russia-Ukraine Conflict: European Banks Can Manage The Economic Spillovers, For Now
European banks can manage the economic spillovers from the Russia-Ukraine conflict under our base case that envisages business disruptions in… »
Plenisfer’s 2022 Outlook
Looking at the current and future scenario, we remain cautious in terms of overall risk taking. Some long-standing trends, such… »
Why has the Ukraine war put a spotlight on cybersecurity and the energy transition?
The war in Ukraine has catalysed two important megatrends – the growing need for cybersecurity, and the transition towards green… »
Oil Prices and Growth: Is This Time Different?
Global growth expectations have dropped with the spike in oil prices, which have historically often been associated with surges in… »
Ukraine – Three scenarios, and a global slowdown
Quagmire the central case. The situation in Ukraine remains very fluid. Our central case assumes a protracted crisis, keeping the… »
After the pandemic: the new way to invest
As the threat of the Spanish flu receded a hundred years ago, people celebrated by holding large public festivals. What… »
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