Staying the course Markets this week have been gripped by apprehension over the potential fallout 7 minute read
Why the Banking Crisis Is a Big Deal Plus, utilities stocks that look promising and Pfizer’s stock prospects 1 minute read
Fibee talks: Meeting with Léa Dunand-Chatellet, Manager and Head of Responsible Investment at DNCA Finance After an hour of conversation with Léa Dunand-Chatellet, you come out, with the 7 minute read
Is the rebound in cyclical stocks sustainable? China’s recovery is stronger than the Party expected 4 minute read
Staying the course Markets this week have been gripped by apprehension over the potential fallout byBNP Paribas AM19 March 2023
Why the Banking Crisis Is a Big Deal Plus, utilities stocks that look promising and Pfizer’s stock prospects byMorningstar, Inc17 March 2023
Fibee talks: Meeting with Léa Dunand-Chatellet, Manager and Head of Responsible Investment at DNCA Finance After an hour of conversation with Léa Dunand-Chatellet, you come out, with the byFibee17 March 2023
Is the rebound in cyclical stocks sustainable? China’s recovery is stronger than the Party expected byDNCA Finance16 March 2023
16 March 2023 Is the rebound in cyclical stocks sustainable? China’s recovery is stronger than the Party expected byDNCA Finance4 minute read
7 March 2023 Is the rebound in cyclical stocks sustainable? China’s recovery is stronger than the Party expected byDNCA Finance4 minute read
27 February 2023 Growth recovery without rising inflation: having your cake and eating it too? Humanity has perhaps never been so aware of its dependence on the climate byDNCA Finance3 minute read
26 February 2023 Were we too quick to claim victory over inflation? Finally, the publication of the US consumer and producer price indices has byDNCA Finance4 minute read
30 January 2023 Europe’s rebound: more than just a matter of weather? There is never a “right time” to read a masterpiece byDNCA Finance4 minute read
23 January 2023 “Nature hates miracles that take too long” “Nature abhors miracles that last too long,” wrote Camus byDNCA Finance5 minute read
16 January 2023 Falling inflation: watch out for oil! Like the creatures of Lovecraft’s fantasy bestiary, the monsters of the byDNCA FinanceandbyThomas Planell4 minute read
12 December 2022 Not all impacts of the new financial paradigm will be simultaneous “When I was a revolution, I was a friend of earthquakes” wrote the byDNCA FinanceandbyThomas Planell3 minute read
5 December 2022 Hopes and dangers Inflation peaks, dollar peaks, interest rate peaks: like a rope of climbers, the byDNCA Finance4 minute read
14 November 2022 When “digital gold” dies, physical gold shines in the eyes of emerging central banks Crypto-currencies held out the ambition of an alternative to the contemporary byDNCA Finance4 minute read
7 November 2022 The Russian gas weapon is jamming in the short term but the consequences for the Euro are unclear Unloading prohibited! byDNCA Finance3 minute read
2 November 2022 Are the markets anticipating an end to the tightening of financial conditions too quickly? Eighteen months ago, the market did not believe in a rate hike by the FED in byDNCA FinanceandbyThomas Planell3 minute read
22 October 2022 An environment that will bite into financial balance sheets and returns on risky assets The political and financial waltz continues byDNCA FinanceandbyThomas Planell4 minute read
17 October 2022 The grapes of patience During a bear market, the collapse of prices squanders capital, and time tests byDNCA Finance3 minute read
6 October 2022 The warning that rang through the UK bond markets is for everyone The institutionalisation of the British Treasury goes back beyond the 11th byDNCA Finance3 minute read
25 September 2022 Will the decoupling of bonds and equities begin? “The cities that Europe offers us are too full of the rumours of the past byDNCA FinanceandbyThomas Planell4 minute read
17 September 2022 Flare me to the moon The melody playing out in the electricity market today is reminiscent of the byDNCA FinanceandbyThomas Planell3 minute read
17 May 2022 You can’t break inflation without breaking growth “To govern is to destroy, to destroy the parasites, to destroy one’s byDNCA Finance4 minute read
4 May 2022 The sum of all fears: the invincible Yuan takes its turn “Every good officer prepares for panic” wrote Tom Clancy byDNCA Finance4 minute read
1 May 2022 Inflation: It is no longer a question of increasing margins, but of defending them No sooner have they digested the French elections than investors begin the byDNCA Finance2 minute read
