10/08/2026 Strong US earnings growth continues Earnings growth for Q2 2026 has been strong, with a high proportion of companies beating expectations
18/01/2022 Economy & Markets Shifts & Narratives #13 - Money and psychology of inflation:... Understanding the linkage between money velocity, psychology of inflation in the regime shift, and consequence for investors.
18/01/2022 Economy & Markets Money & velocity matter: great comeback of the quantity equa... Understanding the linkage between money velocity, psychology of inflation in the regime shift, and consequence for investors.
5/01/2022 Economy & Markets 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...
14/10/2021 Emerging Markets Emerging Markets Charts & Views - Why EM could be back in fo... EM ready for a comeback, but volatility will remain high
16/09/2021 Economy & Markets Shifts & Narratives #8 - Post-summer check-up on the regime ... 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...
28/06/2021 Global Outlook H2 2021 Investment Outlook - Inflation blows on markets, and... We are already reaching the peak of economic acceleration. What matters going forward is what will be left of this bounce in growth and inflation.