24/07/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - July/August 2023 UK monetary policy to avert risk of a wage-price spiral
10/05/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - May 2023 Real, or inflation-adjusted, bond yields are higher than they were before the pandemic, but are likely to return to pre-Covid levels in the medium term,...
3/04/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - April 2023 Core inflation has been persistent across both the United States and the Eurozone, slightly reversing previous indications of a smoother path and a faster...
20/03/2023 Economy & Markets France: The pension reform puts politics under strain, but m... Assessment of the recent developments in France regarding the pension reform approval and the possible scenarios ahead with implications on French equities...
6/03/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - March 2023 Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have...
3/01/2023 Economy & Markets A strained German economy can be good news for Europe The energy crisis resulting from the war in Ukraine has altered profoundly Europe’s economic performance and prospects.
2/12/2022 Economy & Markets When fiscal policy puts the European institutions under pres... After several months of informal negotiations, the European Commission proposed on 9 November a reform of the Stability and Growth Pact (SGP) to be debated....
12/10/2022 Economy & Markets United States: a green industrial policy in the making The US Congress’s August approval of the Inflation Reduction Act (IRA) came as a surprise to most observers.
12/09/2022 Economy & Markets Rational inattention at the core of central bank strategy The origins of inflation are not always well understood. While some economists had warned of impending inflation as early as last year, few had anticipated...
22/07/2022 Economy & Markets ECB meeting: larger-than-expected rate hike, with new fragm... July meeting: The ECB hiked its three key interest rates by 50bp for the first time in more than a decade, bringing its rates out of negative territory.
11/07/2022 Economy & Markets UK Leadership Change: Economic and market implications With the economic situation having deteriorated considerably since the beginning of the year, it is vital for the Conservative Party to agree on a new...
3/06/2022 Economy & Markets Only innovation in fiscal and monetary rules will make the E... As crises unfold, structural and governance issues tend to become more and more important.
26/04/2022 Economy & Markets Macron's re-election is positive for French assets Understanding the outcome, policy and investment implications of the second-round of French presidential elections.
12/04/2022 Economy & Markets French election: markets complacent for Macron victory, but ... Update on the first round of the 2022 French Presidential elections
3/02/2022 Economy & Markets The journey back to zero real rates Real interest rates in the US and Europe have reached negative levels that are unprecedented in recent history.
