The wheels of a Circular Economy go round and round - N°5 Th...
Must read articles
FED
Investment Talks
20.12.2021
14-15 December FOMC review: pressing the gas on taper
Understanding the outcome of the December FOMC meeting and its market implications.
More 5 to 10 minutes
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.
More 5 to 10 minutes
Investment Talks
8.11.2021
Fed tapering begins: mission accomplished
The Fed preserved optionality to adjust the pace of purchases based on the economy and inflation outlook.
More < 5 minutes
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.
More 5 to 10 minutes
Investment Talks
17.06.2021
June FOMC review: the talk of talk of tapering has begun
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 hike in the interest rate on excess reserves (IOER) and the reverse repo program (RRP).
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Monthly Cross Asset
30.03.2021
Fixed-income markets: from cyclical to structural challenges
115
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.
More < 5 minutes- 115
Monthly Cross Asset
2.02.2021
Taper or not taper: a key issue for markets
43
The Fed is committed to maintaining very accommodative monetary conditions
More 5 to 10 minutes- 43
Monthly Cross Asset
2.02.2021
Why we don’t expect the Fed to taper its bond buying programme this year
75
In a world where sovereign bond yields are in the hand of central banks,
More 5 to 10 minutes- 75
Monthly Cross Asset
30.04.2020
Thematics Views - May 2020
34
Over the last few weeks, significant stabilisation plans have been announced across advanced economies and in addition true stimulus plans are now under consideration.
More > 10 minutes- 34
