Powell keeps the suspense...or the uncertainty
08/11/2022
Like last August, those expecting a “dovish pivot” from Jerome Powell at the Fed's monetary policy meeting last week got their money's worth ....
A hint towards a dovish inclination?
02/11/2022
The signals are increasingly clear: economic activity is deteriorating on both sides of the Atlantic. In the United States, the real estate ....
New political and montary policies
25/10/2022
Central banks and governments no longer play on the same side. The last decades, marked by the structural fall in interest rates and inflati ....
The resistance of inflation
20/10/2022
We take the same and start again. Like last month, the release of inflation figures for September in the United States came out above consen ....
The United Kingdom creates panic for the markets
04/10/2022
“Given the high inflationary pressures in many countries, including the UK, we do not recommend large, untargeted fiscal programs at this st ....
You are missing a single (inflation) number, and all run for the door!
20/09/2022
What caused a trend reversal and the worst daily decline in US markets since March 2020? Has an inflation figure “only” 20 bps above consens ....
The ECB changes its tone
14/09/2022
Central banks and inflation: we take the same ones and start over. For many months, and apart from the upheavals linked to the war in Ukrain ....
The end of summer break cold shower
09/09/2022
If the succession of macroeconomic numbers in the United States tends to confirm that the inflationary peak is finally behind us (inflationa ....
Jerome Powell blows out the euphoric summer candles
30/08/2022
No surprises in Jackson Hole! As expected, central bankers have confirmed the need to continue the ongoing monetary tightening despite the c ....