The rating agency Fitch gives a nice opportunity to assess the dynamics of the ‘oil carry’ in today’s brave...
Nowcasts, a contraction of current economic conditions (now) and forecasts, have been attracting a lot of attention of late....
The latest Global PMI indicators of JPMorgan give an insightful picture about the fading momentum of US and UK...
Same markets, same statistics, two sets of propositions. Make your mind ! Is the ‘Trump effect’ real ? The...
Let us dig into oil, inflation expectations and interest rates. The latest developments look like a material pause in the current...
It is often perilous (and always expensive for the common good) to be in charge of executive and controlling...
The aftermath of the Italian referendum sheds an insightful light on the latest financial stability report of the ECB. We suggest that the...
The Financial Times digs into the US high yield default rate and the development of the junk-rated US energy...
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...
