The Meltdown of the Financial Sector, Justified or a Bear Trap?

Financial markets were rolling over and the financial sector in particular seemed to be the target of stress. Due to the uneasiness of the markets we spent considerable time in understanding the market dynamics and the various reasons that are travelling through the investment community and hit the financial news headlines.

Mario Draghi’s modern dream of Sisyphus

Mario Draghi could feel a bit like Sisyphus these days. Not in the sense that he might think that it takes a lot of repeated efforts to success but in the sense that whatever the measure he takes, it will never succeed to curb on inflation, but he has to try further and further…

Natixis’ Global Markets view

As regards our expectations for 2014 and 2015, a core assumption is that productive investment will strengthen further in the US and finally in the UK, with internal and external financing conditions that are favorable for Anglo-Saxon firms, a decline in energy costs in the US and stronger-than-expected global demand.