Shifts & Narratives #6 - Technology trends in Asset...
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The election of President Joe Biden has led to a turn in US government policy. This paper explores income and wealth inequality in the United States and Preside...More > 10 minutes
At its June meeting, the Fed kept the federal funds rate unchanged, in line with market expectations. However, the markets were a little surprised by the 5 bp h...More 5 to 10 minutes
As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States. Infla...More > 10 minutes
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...More 5 to 10 minutes
One year ago, as the Covid-19 crisis had just begun, we wrote about its potential inflation implications from both a cyclical and a structural standpoint.More > 10 minutes