Monetary policy

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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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.

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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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2021.11- Fed tapering begins: mission accomplished
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.

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Research Center - The triangle of financial repression
Monthly Cross Asset 2.11.2021 The triangle of financial repression

The idea that we are entering a phase of financial repression regularly returns to the fore as real interest rates are negative and nominal interest rates are very low.

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Research Center - Q3 2021: From a recovery phase to an inflationary late cycle
Monthly Cross Asset 2.11.2021 Q3 2021: From a recovery phase to an inflationary late cycle

A second derivative stagflationary environment of decelerating growth amid sustained inflationary pressures. The fiscal lever continues to play a pivotal role.

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2021.09 - Shifts & Narratives #8 - Slider-1390x467
Thematic Paper 16.09.2021 Shifts & Narratives #8 - Post-summer check-up on the regime shift

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 horizon, well above even the rosiest expectations of the recovery from the Covid-19-induced slump. The S&P 500 is up +100% from last year’s bottom – an iconic figure that says a lot about the buoyant market sentiment.

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2021.07 - slider this month's topic
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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2021.07 - slider this month's topic
Monthly Cross Asset 2.07.2021 EM monetary policies normalisation as the low tide is getting higher

The monetary policy conditions in the emerging markets are still definitely dovish.

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