Equities and rate hikes don't mix well?
29/03/2022
While the Ukrainian conflict has sadly celebrated its first month, the negotiations are still stalling and even blew the cold last week, wit ....
All eyes on inflation
22/03/2022
The round of central bankers continues. After the ECB two weeks ago, the Fed and the BoE followed last week with their monetary policy meeti ....
Growth or inflation, the BCE has made its choice
15/03/2022
Difficult to see clearly on the future evolution of the Ukrainian conflict, which oscillates between de-escalation and stalemate. Indeed, if ....
Central banks stuck between a rock and a hard place
08/03/2022
The Russian-Ukrainian crisis and its repercussions on growth and inflation completely reshuffle the cards of the pre-established economic sc ....
Vladimir Putin succeeds in uniting Europe
01/03/2022
The reality of the war will therefore have finally taken precedence over economic considerations. Hesitant and feeble for a time in their re ....
Wait and See
22/02/2022
With little new macroeconomic data to digest, the financial markets continued in their rather fragile “mood” of recent weeks, with the only ....
« Data-dependence » leads to overreaction
15/02/2022
By abandoning forward guidance in favor of a resolutely "data-dependent" approach, the FED has chosen to leave investors in the dark, with l ....
Market Insight - Winter 2022
31/01/2022
Health context The Omicron tidal wave confirms that this latest variant is now much less dangerous than the previous ones. Combined with the ....