Research and analysis
“Nature hates miracles that take too long”
“Nature abhors miracles that last too long,” wrote Camus
Why Is U.S. CPI YoY Expected To Slow Sharply in 1H 2023?
The ‘four horsemen’ of 2023
A clean slate as we enter 2023
Falling inflation: watch out for oil!
Like the creatures of Lovecraft’s fantasy bestiary, the monsters of the
The Mystery of the Bank of Japan
Having led the way in unconventional policies, the BoJ is reluctant to get out
Walls of worry
Financial markets got off to a good start to the year
Barometer: After the storm
Emerging market equities and bonds offer the best prospects for investors after
From bloodletting to remission?
While the 2022 page turns and will remain in the annals in many respects, the
2022: annus horribilis…
The year 2022 has been trying on the financial markets with the accumulation of
Inflation: “the result of a conflict of distribution between companies, workers and taxpayers”
By Olivier Blanchard
China: focus on growth
In recent weeks, the Chinese government has made a dramatic turnaround in its
Emerging Markets Outlook 2023
Mixed growth prospects for 2023 The variations are considerable depending on the