07 December 2023 AXA: Expectations of rate cuts, price cooling ‘reasonable’ Market expectations of central bank interest rate cuts in 2024 are reasonable...
04 September 2023 Chart of the week: regime change or oil? Long-term inflation expectations have risen this year. In fact, just when...
20 February 2023 Chart of the week: how many swallows does it take? There you are with all those fancy indicators like yield curves, ISM...
16 January 2023 El-Erian: ‘The cleanest dirty shirt is in the US’ With economic growth slowing down in all three of the world’s major economies...
02 January 2023 IO experts expect uncertainty, perhaps greater than ever Uncertainty regarding monetary policy, inflation, and the pace at which the...
05 December 2022 Chart of the week: why easy? Difficult is also possible! No, this is not a column about the Netherlands' performance at the World Cup...
07 November 2022 ‘Europe should not count on a traditional recovery’ Europe should not count on a traditional economic recovery. Due to second-round...
24 October 2022 ‘Climate, not inflation, is today’s biggest challenge’ The future has never been more uncertain, and that has more to do with the...
25 October 2022 Bottom-pickers look to ECB for clues on market direction Have financial markets reached a bottom yet? Or is there more room on the...
20 October 2022 The effect of inflation on corporate earnings The big difference between bonds and equities is that cash flows in bonds are...
