GEORGES Delphine

2022.01 - Cross Asset January 2022
Monthly Cross Asset 5.01.2022 Central banks: a successful hawkish turn

The three major central banks issued restrictive signals last week. The banks have succeeded in changing the course of their monetary policies without harming the markets.

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Monthly Cross Asset 6.12.2021 Fed officials’ discomfort is growing with the inflation overshoot: why it will remain cautious

US consumer prices jumped by 6.2% in October, their highest level in 30 years! Deteriorating inflation data have pushed markets towards forecasting a faster pace of tapering and a more rapid removal of accommodation in 2022.

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Monthly Cross Asset 6.10.2021 Fixed Income markets: what will be key?

Eurozone and US sovereign bond markets have partially reversed the decline recorded over the summer.

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Monthly Cross Asset 2.07.2021 DM monetary policies are at a crossroads

Central banks have put in place ultra-accommodative monetary policiesto support economies during the Covid crisis.

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Monthly Cross Asset 2.06.2021 A post-Covid structural change in developed markets: the strong political will to invest in the US

What matters to fixed income investors is the macro-financial environment that will prevail after the strong rebound in growth and inflation expected in H2.

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Monthly Cross Asset 30.03.2021 Fixed-income markets: from cyclical to structural challenges
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Since the start of the year, bond yields have surged in the economies of the G10 as markets anticipate a sharp acceleration in inflation and economic activity. This rebound is likely to be particularly strong in the US given its enormous fiscal stimulus plan. In the medium term, opinion is divided concerning the post-Covid crisis macroeconomic trajectory and a possible change in the inflation regime in the US.

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Monthly Cross Asset 2.02.2021 Why we don’t expect the Fed to taper its bond buying programme this year
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In a world where sovereign bond yields are in the hand of central banks,

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Monthly Cross Asset 2.10.2020 Fixed income dynamics in the current monetary and fiscal landscape
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Fixed income dynamics in the current monetary and fiscal landscape

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Monthly Cross Asset 30.04.2020 Thematics Views - May 2020
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Over the last few weeks, significant stabilisation plans have been announced across advanced economies and in addition true stimulus plans are now under consideration.

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