January 25, 2022
Pandemic-related restrictions, extended valuations, inflation expectations, energy prices as well as developments in China and emerging markets: Douglas Branson, Head...
Keep readingJanuary 24, 2022
China – Little easing is better than nothing.Concerns on the economy slowdown finally triggered easing by the Chinese authorities. High...
Keep readingJanuary 19, 2022
Inflation: What investors need to know The US just printed a 7% y-o-y increase in inflation. Europe is hardly lagging...
Keep readingJanuary 17, 2022
US rates – Hawks are in the air.The environment for US rates keeps turning more hawkish. On Wednesday, the December...
Keep readingJanuary 13, 2022
2022 Outlook – European Banks in the sweet spot among persistent inflationary pressures.Global interest rates, particularly in the front-end, have...
Keep readingJanuary 11, 2022
Economic and investment highlights Economic, politics and markets • December was dominated by the spread of the new variant, Omicron....
Keep readingJanuary 10, 2022
Omicron – More cases, less lockdowns.Over holidays, Covid cases exploded globally. The United States now records more than 1 million...
Keep readingDecember 27, 2021
Omicron – Christmas relief.Evidence on the Omicron data turned better into year-end. Several studies found reliable evidence that the Oomicron...
Keep readingDecember 21, 2021
Few questions have been as polarizing, in Europe, as that of whether and how the overly complex EU fiscal framework...
Keep readingDecember 20, 2021
Central banks – Hawkish tilt.This week, major central banks recognized inflationary risks and turned their tone more hawkish. In the...
Keep readingDecember 13, 2021
Central banks week – Tentative hawkishThis week, a flurry of central banks will give some hawkish signs, and the divergence...
Keep readingDecember 10, 2021
Omicron variant causes short-term market wobblesWhile the Financial sector was predictably weak following the Omicron discovery, and uncertainty remains surrounding...
Keep reading
