22 septembre 2023 Why a recession could be the best thing for your portfolio Federal Reserve Chairman Jerome Powell's recent announcement that U.S. interest...
09 mars 2023 ‘Equities are a lost cause. Don’t trust this rally.’ While interest rates in the bond market are rising uninhibitedly, the stock...
30 janvier 2023 Graph of the week: a major mismatch The latest ‘chart of the week’ shows a difference between market expectations of...
27 janvier 2023 The ECB should learn from the Fed Forget all those bars of gold that are heavily guarded because they are...
16 janvier 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...
11 janvier 2023 Despite hawkish Fed, markets believe pivot is near Unlike the Federal Reserve itself, investors believe the “Fed pivot” moment is...
15 décembre 2022 Fed hikes 50bps, raises terminal rate above 5% The Federal Reserve last night raised the target range for the federal funds...
14 décembre 2022 Markets ‘vulnerable to hawkish surprises’ as Fed, ECB, BoE meet The European Central Bank on Thursday is poised to increase interest rates again...
03 novembre 2022 Fed makes clear swift return to normal is unlikely Chances of a real turn in short-term interest rate policy seem to have been...
29 août 2022 Jackson Hole shows the narrow path is getting narrower “Walking the narrow path” is an expression among central bankers about striking...
