AINOUZ Valentine

2021.07 - slider this month's topic
Monthly Cross Asset 2.07.2021 DM monetary policies are at a crossroads

Central banks have put in place ultra-accommodative monetary policiesto support economies during the Covid crisis.

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2021.06 - Blue Paper - US income inequality and inflation - Slider
Insights Paper 18.06.2021 Biden agenda: tackling income inequality and its potential inflation i...

The election of President Joe Biden has led to a turn in US government policy. This paper explores income and wealth inequality in the United States and Preside...

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Monthly Cross Asset 2.06.2021 A post-Covid structural change in developed markets: the strong politi...

What matters to fixed income investors is the macro-financial environment that will prevail after the strong rebound in growth and inflation expected in H2.

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Monthly Cross Asset 30.03.2021 Fixed-income markets: from cyclical to structural challenges

Since the start of the year, bond yields have surged in the economies of the G10 as markets anticipate a sharp acceleration in inflation and economic activity. ...

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Monthly Cross Asset 3.03.2021 An expected improvement in corporate fundamentals bodes well for bondh...

We expect business fundamentals to improve in the coming months, especially for low-rated companies.

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Monthly Cross Asset 2.02.2021 Why we don’t expect the Fed to taper its bond buying programme this ye...

In a world where sovereign bond yields are in the hand of central banks,

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Monthly Cross Asset 1.12.2020 Heading into 2021, what do we think about credit markets?

Heading into 2021, what do we think about credit markets?

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Monthly Cross Asset 2.10.2020 Fixed income dynamics in the current monetary and fiscal landscape

Fixed income dynamics in the current monetary and fiscal landscape

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Monthly Cross Asset 24.06.2020 Thematics Views - July 2020

Covid-19 is a symmetric shock with asymmetric outcomes. Existing imbalances within Europe such as public debt, economic models or vision for the union, turn to ...

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