9/05/2023 Economy & Markets Stress in US regional banks continues, while the Fed moves towards a pause The Talks elaborates on the banking stress in US and the FOMC May meeting.
27/03/2023 Economy & Markets Market nervous on Deutsche Bank, but fundamentals of European banks are solid Read it to get our latest views on the European bankig sector, recent market volatility and implications for investors.
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...
8/06/2022 Podcasts Outerblue Convictions - Global Investment Views: Monetary policies and central banks
28/04/2022 Podcasts Outerblue Convictions - Global Investment Views: Central banks and the inflation balancing act
5/01/2022 Economy & Markets Central banks: a successful hawkish turn The three major central banks issued restrictive signals last week. The banks have succeeded in changing the course of their monetary policies without...