From recovery to resiliency: the promise of EM sustainable ...
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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 President Biden’s policies aimed at addressing this issue, including his proposal of a corporate tax hike. We assess the likelihood of long-term success and, finally, the potential inflationary consequences.More > 10 minutes
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.More > 10 minutes
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. This rebound is likely to be particularly strong in the US given its enormous fiscal stimulus plan. In the medium term, opinion is divided concerning the post-Covid crisis macroeconomic trajectory and a possible change in the inflation regime in the US.More < 5 minutes
We expect business fundamentals to improve in the coming months, especially for low-rated companies.More < 5 minutes
In a world where sovereign bond yields are in the hand of central banks,More 5 to 10 minutes
Heading into 2021, what do we think about credit markets?More 5 to 10 minutes