Must read articles

BLANQUE Pascal
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Compass 31.08.2022 How to overhaul Europe’s outdated budget rules

Europe's fiscal rules are too simplistic and have lost credibility. They need to be revamped to reflect new country and economic conditions.

More < 5 minutes
RC - Macroeconomics papers (recurrent)
Thematic Paper 26.08.2022 Only a new policy regime can stop rampant inflation, but don’t count on it yet

The only way to tackle the new inflationary regime is a credible and abrupt change in the approach to policy: but this seems unlikely to happen.

More 5 to 10 minutes
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Compass 16.08.2022 Mind the lag: recession fears flare too fast

Central banks will be aggressive in the short term as they try to re-establish credibility, with the European Central Bank a case in point.

More < 5 minutes
RC - Macroeconomics papers (recurrent)
Thematic Paper 25.07.2022 Towards a new set of fiscal rules in Europe: an investor view

In the current high-inflation regime, the use of fiscal space must: (1) be rule-based; and (2) preserve the possibility of a cooperative game between monetary and budgetary policies.

More > 10 minutes
RC - Macroeconomics papers (recurrent)
Thematic Paper 25.07.2022 Towards new fiscal rules in Europe

After years of dormant peripheral risk, the recent resurgence of fragmentation issues in Europe, amid rising stagflationary risks at a time of Central Banks committing to tame inflation, puts the delicate fiscal and monetary equilibrium under the spotlight.

More 5 to 10 minutes
Pension Funds letter
Letter 20.07.2022 Amundi Pension Funds Letter n°15

As holidaymakers resume their familiar summer breaks and crowds return to the Champs-Elysées to cheer on the final stage of the 2022 Tour de France, elsewhere established customs and trends seem less secure.

More > 10 minutes
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Investment Outlook 1.07.2022 H2 2022 Investment Outlook - Life above zero: investors’ journey at a time of rising rates

The H2 economic outlook will feature divergences in growth, inflation and policy mix across regions. Stagflation risk will be a common feature across Developed Markets (DM). In addition, since there will no longer be a synchronous global cycle, country risk is back.

More > 10 minutes
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Discussion Paper 9.06.2022 The embarrassing legacy of financial capitalism: implications for investors

Understanding how the legacies of the 'old economy' paved the way for a new macro-financial regime today, and implications for investors.

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Thematic Paper 9.06.2022 Shifts & Narratives #20 - Stagflation and its roots in capital misallocation

Understanding how the misallocation of capital in the last macro-financial regime laid the foundations for the prospect of stagflation today.

More 5 to 10 minutes

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