The US banking sector had a bumpy ride recently, almost as rocky as the mountain of expectations surrounding the...
Growth expectations down, interest rates up: the latest PMI figures and bond market developments seem to fit into our...
Sometimes economic and market developments combine and force us to focus our interventions. As foreseen some time ago, things...
A brief follow-up of our previous note: ‘UK: peak economy and peak public’. As a reminder, this is about the...
A real-time follow-up of our risk repricing scenario. Moody’s downgrades China’s sovereign rating by one notch, from Aa3 to...
Various European climax indicators have been published recently. They look like a distant remake of an economic movie made of...
A brief update of our latest posts about oil supply, credit and Canadian real Estate. The rating agency Moody’s...
Oil prices have fallen more than 10% since the beginning of the year, in spite of the agreement reached by...
George Magnus seems to share the idea of some economic timing behind the recent announcement of a snap general...
In this series of posts we focus on various developments – some of which have been heavily advertised of...
