HEW: Dovish Data Dumps
Inflation data broadly disappointed expectations over the past week. The labour market news was more mixed, but higher UK and US unemployment...
410 Views
ECB: Wishfully Rolling Disinflation
Stronger wage and service price inflation have shrunk the Q1 target undershoot to only 0.1pp, removing the space that doves hoped might free the...
347 Views
EA: Eating A Disinflationary Revision
Another downward food price revision cut HICP inflation back to 2.1% in November, but the effect was only 1.6bp, and services inflation was...
228 Views
Liquid Universe of European Ordinary and Preferred Shares: December'25 Report
December added technical noise, not thesis risk: median spreads were unchanged, convergence paused but intact, marginal voting premia erode, and...
238 Views
Primer: Prysmian SpA (PRY IM) - Dec 2025
World leader in the cable industry, Prysmian is strategically positioned to capitalize on the global energy transition and digitalization...
215 Views