Monthly Cross Asset 5.05.2021 Geopolitics of the vaccine

Eighteen months after the first Covid-19 cases hit China, the outbreak is still uncontrolled globally and remains the main source of economic uncertainty outsid...

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Monthly Cross Asset 4.05.2021 The end of the Great Moderation and the return of volatility

Since the mid-1980s, the macroeconomic volatility has declined to a postwar low. The Covid-19 crisis brought one of the largest economic shock in modern history...

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Monthly Cross Asset 8.04.2021 You asked, we answered

Our Global Views team attempts to answer some of the questions often asked by our clients.

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Monthly Cross Asset 3.03.2021 All bubbles are not equal

Predicting the growth and bursting of bubbles is a difficult task, even considered as impossible by some.

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Monthly Cross Asset 2.02.2021 Taper or not taper: a key issue for markets

The Fed is committed to maintaining very accommodative monetary conditions

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Monthly Cross Asset 1.12.2020 The vaccine is a binary event for the markets, not for the economy

The vaccine is a binary event for the markets, not for the economy

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Monthly Cross Asset 4.11.2020 Write hard and clear about what hurts

Economists have frequently used the alphabet to characterize the profile of the recovery.

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  • 27
Monthly Cross Asset 4.11.2020 Bonds that are not really binding

Bonds that are not really binding

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Thematic Paper 21.10.2020 The day after #12 - Changing shares of labour and capital incomes: wha...

The share of national income that is distributed to labour vs. capital has fallen to historically low levels in several advanced economies, such as the United S...

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