The wheels of a Circular Economy go round and round - N°5 Th...
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Understanding the outcome of the December FOMC meeting and its market implications.More 5 to 10 minutes
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
A second derivative stagflationary environment of decelerating growth amid sustained inflationary pressures. The fiscal lever continues to play a pivotal role.More 5 to 10 minutes
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.More > 10 minutes
The monetary policy conditions in the emerging markets are still definitely dovish.More 5 to 10 minutes