All eyes on inflation

22/03/2022

The round of central bankers continues. After the ECB two weeks ago, the Fed and the BoE followed last week with their monetary policy meeti ....

Growth or inflation, the BCE has made its choice

15/03/2022

Difficult to see clearly on the future evolution of the Ukrainian conflict, which oscillates between de-escalation and stalemate. Indeed, if ....

Central banks stuck between a rock and a hard place

08/03/2022

The Russian-Ukrainian crisis and its repercussions on growth and inflation completely reshuffle the cards of the pre-established economic sc ....

Vladimir Putin succeeds in uniting Europe

01/03/2022

The reality of the war will therefore have finally taken precedence over economic considerations. Hesitant and feeble for a time in their re ....

Wait and See

22/02/2022

With little new macroeconomic data to digest, the financial markets continued in their rather fragile “mood” of recent weeks, with the only ....

« Data-dependence » leads to overreaction

15/02/2022

By abandoning forward guidance in favor of a resolutely "data-dependent" approach, the FED has chosen to leave investors in the dark, with l ....

Market Insight - Winter 2022

31/01/2022

Health context The Omicron tidal wave confirms that this latest variant is now much less dangerous than the previous ones. Combined with the ....