BOROWSKI Didier

2021.10-slider-thematic-global-views
Monthly Cross Asset 6.10.2021 The Eurozone Gordian knot: how to reform the fiscal framework without abandoning fiscal discipline?

Reforming the European fiscal framework would improve the resilience of the Eurozone...provided that fiscal discipline is not abandoned.

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2021.09 - slider this month's topic
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 Housing boom: what are the consequences for monetary policy?

Despite the Covid economic shock, house prices have continued to rise in most advanced economies, and are also increasing rapidly in some emerging economies. This is not (yet) a global housing boom. Indeed, indicators of overvaluation remain below those observed before the Great Financial Crisis (GFC) and are still very contrasted across regions.

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Shifts & Narratives #5 - Regime shifts
Thematic Paper 8.06.2021 Shifts & Narratives #5 - A unique crisis that opens the way to multiple regime shifts

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 unprecedented contraction of activity in 2020 and in the deepest global recession since World War II. However, this recession has been the shortest and was not accompanied by a financial crisis thanks to fiscal and monetary policy responses, which have cushioned the economic shock. The exceptional measures put in place aim to buy the time needed to emerge from the health crisis.

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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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Thematic Paper 26.05.2021 Shifts & Narratives #4 - In search of a new international order

Profound changes in the international arena are underway. Together the EU, China and the United States are the three largest economies in the world. Whereas, previously, economic and geopolitical issues were treated separately, it is increasingly clear that the United States and China are using their economic power for geopolitical purposes. Such geopolitical leadership has economic implications.

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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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crypto vignette
Insights Paper 24.03.2021 Crypto-currencies: a bubble or the emergence of a new paradigm in decentralised finance?
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The proliferation of crypto-currencies (CCs) and the popularity of these assets among investors has led us to question their nature, function, valuation and potential development. CCs are at the crossroads of technological innovation, finance and monetary policy.

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