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...
11/07/2022 Fixed Income & FX Renminbi’s rise will not challenge dollar dominance A sharp economic slowdown seems to be looming in both Europe and the US, which would make bond markets attractive again, especially in the US. Conversely,...
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.
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.
5/01/2022 Economy & Markets You asked, we answer - January 2022 Our Global Views team attempts to answer some of the questions often asked by our clients.
8/06/2021 Economy & Markets Shifts & Narratives #5 - A unique crisis that opens the way ... The Covid-19 crisis is exceptional in many ways. It is the most serious health crisis since the Spanish flu a century ago. This crisis resulted in an...