Energy markets in panic mode before winter starts
Supply constraints along the intricate energy system have caused a surge in European electricity an...
Metals & Mining: Pricing correction (again) underway
Iron ore markets have (again) come under immense pressure over the past few days. As a result, th...
The luxury exit door is still wide open
We looked back at our many and hitherto futile warning flags about the extended exposure of Europ...
Beijing’s pressure on the entertainment industry could pressure luxury demand
Beijing has started to put pressure on entertainment and public media industries to eliminate the neg...
LVMH does not fit with 'common prosperity'
The luxury industry, including LVMH, experienced its biggest decline since the pandem...
Coverage initiation: Bankinter
We are initiating coverage of Bankinter which is the Spain’s sixth-largest bank. It was founded in 196...