December 21, 2022
The resurgence of inflation we’ve witnessed in 2022 led to interest rates hikes by central banks around the world. As...
Lesen Sie weiterDecember 19, 2022
Fed – Terminal rate in sight Last week, US inflation surprised again on the downside, leading to softer messaging from...
Lesen Sie weiterDecember 15, 2022
For some time, bond investors have been anticipating the steep interest rate increases we have seen in 2022. Banks are...
Lesen Sie weiterDecember 12, 2022
Fed – Slower but higher The Federal Reserve will hold its last FOMC meeting of 2022 on Wednesday, when it will...
Lesen Sie weiterDecember 5, 2022
China – time to re-think outlookIn the last few weeks, China’s re-opening has been challenged by a massive surge in...
Lesen Sie weiterNovember 28, 2022
Oil markets – Back on a rollLast week, oil turned more volatile once again.Uncertainty over the amount of supply cuts...
Lesen Sie weiterNovember 21, 2022
Russia/Ukraine War – Russia’s weakening positionRussian forces retreated from Kherson just over a week ago, depriving Putin of the only...
Lesen Sie weiterNovember 18, 2022
Watch the intervention of Davide Serra (Founder and CEO, Algebris Investments) debating Policy-Making for an Inflationary Era with Gita Gopinath...
Lesen Sie weiterNovember 14, 2022
China –Time to open upSpeculation about the fate of China’s Covid Zero policy has recently attracted attention. After President Xi...
Lesen Sie weiterNovember 7, 2022
Fed – Slower for longerLast week the Fed hiked interest rates by 75bps, as expected. Although the press release was...
Lesen Sie weiterNovember 3, 2022
If we look at how humanity behaved over the past 50 years, we haven’t really taken into account the environmental...
Lesen Sie weiterOctober 31, 2022
ECB – Substantial progress, but more to go Last week, the ECB delivered the widely expected second 75bp hike but flagged...
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