BOROWSKI Didier

2021.04-CA-Slider-Thematic-Global-Views
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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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crypto vignette
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Insights Paper 24.03.2021 Crypto-currencies: a bubble or the emergence of a new paradigm in dece...
210

The proliferation of crypto-currencies (CCs) and the popularity of these assets among investors has led us to question their nature, function, valuation and pot...

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2021-03-CA-slider-global-views
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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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2021-02-CA-TGV-Slider-global-view
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Monthly Cross Asset 2.02.2021 Taper or not taper: a key issue for markets
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The Fed is committed to maintaining very accommodative monetary conditions

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2021-01-CA-thematic-slider-Capitol
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Monthly Cross Asset 12.01.2021 United States: The power of Executive Orders
26

Following the elections in Georgia, the Democrats have a very small majority in Congress.

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2021-01-thematic global views-Euro
30
Monthly Cross Asset 12.01.2021 Is the Euro's rise a sign of greater resilience?
30

The complexity and fragility of European institutions have contributed to maintaining a specific political risk premium on European assets, including the euro.

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img-thematic-global-views-slider.jpg
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Monthly Cross Asset 1.12.2020 The vaccine is a binary event for the markets, not for the economy
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The vaccine is a binary event for the markets, not for the economy

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Investment Talks 4.11.2020 US election: no winner yet, markets moving from a Blue Wave to a possi...
119

US election outcome: At the time of writing, the result remains unclear and prudence is needed as the race is close Biden 238 - Trump 213  (270 to win).

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write-hard-and-clear-about-what-hurts-Slider.jpg
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Monthly Cross Asset 4.11.2020 Write hard and clear about what hurts
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Economists have frequently used the alphabet to characterize the profile of the recovery.

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