Fiscal policy

2021-03-CA-month-Slider
Monthly Cross Asset 3.03.2021 China and EM: growth and policy Q&A
166

Our emerging markets strategists attempt to answer some of the questions often asked by our clients.

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Thematic Paper 6.05.2020 Emergency fiscal programs: no choice but to increase the (monetized) d...
38

The large fiscal packages announced by governments to counter the virus crisis aim, so far, at stabilization more than stimulus. In addition to funding the emer...

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Investment Talks 25.03.2020 In search of the bottom in the Covid-19 crisis
65

In this unprecedented time of high uncertainty from a sanitary and economic perspective, the different drivers at play are moving in different directions.

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Investment Talks 19.03.2020 Policy action at the next level, but markets still in search of a 'rea...
48

Where we stand in the crisis and what to watch: Investors have moved from underestimating the severity of the crisis (buoyant markets) to a full global escalati...

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Investment Talks 13.03.2020 ECB meeting: now, fiscal policy has to play its part
19

At its meeting on 12 March, the ECB disappointed market expectations by not cutting rates in the wake of the coronavirus spread.

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Monthly Cross Asset 15.01.2020 Europe at an economic policy crossroads

The new European leadership (at the head of the European Commission and the ECB), combined with historically low real interest rates, provides a unique opportun...

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Working Paper 18.05.2016 Which lever can enhance sustainability ?
14

This paper aims to investigate Emerging Market Countries’ sustainability issues, looking at the impact of two specific policies aiming to improve the public fin...

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