Fed & ECB jumbo rate hikes expected vs. inflation

Eric Vanraes explores the current fixed income influences and presents his predictions for the coming months.

Summer Heat

The team at Banque Eric Sturdza debate the catalysts that will lead to the market and investor sentiment turnaround.

Fed funds at 2.5%, inflation reaches 9.1%

Eric Vanraes picks apart the latest news from Central Banks as they work to tackle inflation.

An optimistic market hopes the worst is behind us

The Sturdza Family Fund team decipher the messages from central banks amid a positive earnings season.

On the other side of the economic cycle?

The team at Banque Eric Sturdza explore the macro conditions through the lenses of fixed income, equities and markets where the economic cycle is desynchronised.

Margin pressures call for „quality“

The Sturdza Family Fund team describe the current macro conditions and their interpretations of what is to follow.

Recession and fragmentation

Eric Vanraes shares his analysis of the fixed income markets and the challenges central banks face balancing inflation and growth.

Which side to choose?

The team at Banque Eric Sturdza reflect on the first half of 2022 and the recent evolution of consensus.

Recession or not?

The team at Banque Eric Sturdza discuss the Federal Reserve rate hike, the fight against inflation and the shift of P/E ratios.

+75bp, the Fed did it!

Learn more about the Fed’s plans and future expectations from Eric Vanraes.

Markets shift focus from Price to Earnings

Find out how the Sturdza Family Fund team are changing the balance of the portfolio to generate gains.

The (hard) return to reality

The Team at Banque Eric Sturdza reflect on the tough choices that lay ahead for central banks and what they could mean for investors.