December 21, 2022
The resurgence of inflation we’ve witnessed in 2022 led to interest rates hikes by central banks around the world. As...
Keep readingDecember 19, 2022
Fed – Terminal rate in sight Last week, US inflation surprised again on the downside, leading to softer messaging from...
Keep readingDecember 15, 2022
For some time, bond investors have been anticipating the steep interest rate increases we have seen in 2022. Banks are...
Keep readingDecember 14, 2022
Download 2022 has been a year of increasing and hightened tensions. Supply bottlenecks, the energy crisis and central bank tightening...
Keep readingDecember 12, 2022
Fed – Slower but higher The Federal Reserve will hold its last FOMC meeting of 2022 on Wednesday, when it will...
Keep readingDecember 9, 2022
Economic and investment highlights Economic, politics and markets
Keep readingDecember 5, 2022
China – time to re-think outlookIn the last few weeks, China’s re-opening has been challenged by a massive surge in...
Keep readingNovember 28, 2022
Oil markets – Back on a rollLast week, oil turned more volatile once again.Uncertainty over the amount of supply cuts...
Keep readingNovember 21, 2022
Russia/Ukraine War – Russia’s weakening positionRussian forces retreated from Kherson just over a week ago, depriving Putin of the only...
Keep readingNovember 18, 2022
Watch the intervention of Davide Serra (Founder and CEO, Algebris Investments) debating Policy-Making for an Inflationary Era with Gita Gopinath...
Keep readingNovember 14, 2022
China –Time to open upSpeculation about the fate of China’s Covid Zero policy has recently attracted attention. After President Xi...
Keep readingNovember 7, 2022
Fed – Slower for longerLast week the Fed hiked interest rates by 75bps, as expected. Although the press release was...
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