Shifts & Narratives #8 - Post-summer check-up on the regime ...
Must read articles
Investors have enjoyed stellar performances over the last twelve months. A 60/40 traditional global equity/bond portfolio returned around 19% on a one-year hori...More > 10 minutes
Despite the Covid economic shock, house prices have continued to rise in most advanced economies, and are also increasing rapidly in some emerging economies. Th...More 5 to 10 minutes
The monetary policy conditions in the emerging markets are still definitely dovish.More 5 to 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
The motivations for CBDC projects vary quite a lot across countriesMore 5 to 10 minutes
In a world where sovereign bond yields are in the hand of central banks,More 5 to 10 minutes