Cet article du bouillonnant Stéphane Garelli soulève une question centrale en matière de politique d’investissement: les ‘conséquences inattendues’ des mesures monétaires...
Yet another emerging tantrum … James Mackintosh makes a nice parallel in the the Wall Street Journal between the...
A short follow-up of our previous post ‘Bank of Japan: backward guidance’. As a reminder, in this process of...
Oil prices deserve a special attention in the aftermath of the US election. Connecting the dots, we believe that...
We stick to our previous statements: the rise in interest rates is less related to some sudden expectations...
Les tensions sociales, en l’occurrence leur expression politique, ont un impact significatif sur l’environnement macro-financier de l’après-crise financière. A l’instar...
Ratio de dette publique ... Ce billet extrait de Bank Underground, un beau blog de la banque d’Angleterre,...
The exit strategy of the Bank of Japan looks like a well-structured communication process: Step 1: announce...
