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The central macro message from the 2026 World Economic Forum in Davos is that the US may be moving away from the post-war order, forcing other nations to reinvest in defence and economic resilience. Global growth remains strong, supported by large fiscal deficits, but that also keeps the door open to a resurgence of inflation. […]
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Italy – Uncertainty postponedIn Italy, Sergio Mattarella has been re-elected as President, after one week of political negotiations which failed...
31 January 2022
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Download Tonight, some investors in bitcoin remind me of a ruined gambler who, standing outside the casino at midnight, just...
26 January 2022
Keep readingDownload At the ECB’s December press conference, Christine Lagarde announced a considerable revision in the ECB’s inflation forecast – two-third...
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Pandemic-related restrictions, extended valuations, inflation expectations, energy prices as well as developments in China and emerging markets: Douglas Branson, Head...
25 January 2022
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China – Little easing is better than nothing.Concerns on the economy slowdown finally triggered easing by the Chinese authorities. High...
24 January 2022
Keep readingInflation: What investors need to know The US just printed a 7% y-o-y increase in inflation. Europe is hardly lagging...
19 January 2022
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US rates – Hawks are in the air.The environment for US rates keeps turning more hawkish. On Wednesday, the December...
17 January 2022
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2022 Outlook – European Banks in the sweet spot among persistent inflationary pressures.Global interest rates, particularly in the front-end, have...
13 January 2022
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Omicron – More cases, less lockdowns.Over holidays, Covid cases exploded globally. The United States now records more than 1 million...
10 January 2022
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Omicron – Christmas relief.Evidence on the Omicron data turned better into year-end. Several studies found reliable evidence that the Oomicron...
27 December 2021
Keep readingFew questions have been as polarizing, in Europe, as that of whether and how the overly complex EU fiscal framework...
21 December 2021
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