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Watch the intervention of Davide Serra (Founder and CEO, Algebris Investments) debating Policy-Making for an Inflationary Era with Gita Gopinath...
18 November 2022
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China –Time to open upSpeculation about the fate of China’s Covid Zero policy has recently attracted attention. After President Xi...
14 November 2022
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Fed – Slower for longerLast week the Fed hiked interest rates by 75bps, as expected. Although the press release was...
7 November 2022
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ECB – Substantial progress, but more to go Last week, the ECB delivered the widely expected second 75bp hike but flagged...
31 October 2022
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ECB – Another 75bp hikeWe expect a second consecutive 75bp deposit rate hike at this week’s ECB meeting given further...
24 October 2022
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Until the end of 2021, macroeconomic volatility seemed a thing of the past. Secular stagnation would keep inflation low forever,...
19 October 2022
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US – Inflation keeps risingThe CPI reading for September came in stronger than market expectations. Headline CPI came in at...
17 October 2022
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US labour market – Slowing at a slow paceSeptember payrolls rose 263k, down from August’s 315k, albeit still on the...
10 October 2022
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Download The dollar is our currency, but it’s your problem. John Connally, US Treasury Secretary, 1971 Until the end of...
4 October 2022
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UK – Emerging cracksThe UK continued to experience market turbulence last week following the announcement of the “mini-budget”. The sell-off...
3 October 2022
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Italy – Right-wing landslideItalian elections concluded with a solid victory of the right-wing coalition. The three parties overall obtained c.44%...
26 September 2022
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Federal Reserve – Last stop 4% Lower headline inflation driven by lower energy prices is not enough to make the Fed...
19 September 2022
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