BLANCHET Pierre

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Monthly Cross Asset 6.10.2021 Upcoming 2022 Outlook: From European autonomy to strategic sovereignty

The pandemic has highlighted Europe’s dependency on several critical goods, including pharmaceutical products and medical equipment.

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Monthly Cross Asset 8.09.2021 Special Europe: investing in the recovery

As the European economy is recovering from the largest economic shock of modern history, we are revising our growth and inflation assumptions to the upside.

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Monthly Cross Asset 2.07.2021 The price of self-sufficiency

The disruption of global supply chains has been a wakeup call for the European Union. For years, the principle of an open and free Single Market has led to a massive transfer of industrial production and outsourcing mainly to Asia.

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Insights Paper 29.06.2021 Banks in the post-Covid-19 world

We thought the banking sector was forever changed by the Global Financial Crisis (GFC): e.g., lower leverage, better risk management, greater transparency, etc. Yet, the Greensill Capital bankruptcy, and the multibillions in losses plus dividend cuts, capital increases, and senior management layoffs at Credit Suisse -- following the Archegos debacle and the Wirecard accounting fraud -- bring back a bitter taste of past troubles.

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Monthly Cross Asset 2.06.2021 What if the Democrats succeed in passing the capital gains tax?

Since Joe Biden’s elections, most observers have been surprised by how Democrats managed to pass significant fiscal policies despite their thin majority.

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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 outside Northern Asia. As long as there is no treatment, access to effective vaccines is the main factor in returning to a ‘normal’ life. Only a handful of countries can produce jabs on a large scale, whereas we already know it will take years to reach herd immunity. Therefore, vaccines have become a form of geopolitical soft power, which exacerbates or redesigns the influence of the US, Europe, China and Russia.

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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 and could mark the end of the Great Moderation i.e. a turning point with higher economic volatility and a shift to a higher inflation regime. Those factors are likely to lead to higher financial market volatility than in the previous two decades.”

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Monthly Cross Asset 8.04.2021 You asked, we answered
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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
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Predicting the growth and bursting of bubbles is a difficult task, even considered as impossible by some.

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