Tristan PERRIER, Laurent CROSNIER, Kasper ELMGREEN
the articles & research center news
Risks of a no-deal Brexit have receded materially over the past few weeks, implying that the Bank of England is now more likely to keep its monetary policy on hold, in a wait-and-see mode over the next year. UK nominal yields have already removed most of the no-deal risk, having repriced up by almost 30bps from their October lows, and are seen moving more in line with the global trend in nominal rates going forward.
Sergio BERTONCINI, Tristan PERRIER, Silvia DI SILVIO
Didier BOROWSKI, Laurent CROSNIER, Matteo GERMANO, Tristan PERRIER
Tristan PERRIER, Chris MORRIS, Kasper ELMGREEN
Didier BOROWSKI, Tristan PERRIER, Chris MORRIS, Laurent CROSNIER
Didier BOROWSKI, Andrea BRASILI, Monica DEFEND, Bastien DRUT, Roberta FORTES, Eric MIJOT, Tristan PERRIER, Lorenzo PORTELLI, Silvia DI SILVIO, Ibra WANE
Tristan PERRIER, Bastien DRUT, Francesco SANDRINI
The way the Bank of England (BoE) perceives Brexit has changed a great deal since early 2016. After being too pessimistic and quickly taking monetary easing measures, it’s fair to ask how it has not become too optimistic.
Bastien DRUT & Roberta FORTES
Strategy and Economic Research at Amundi
Senior Strategist at CPR AM