Research and analysis
23 January 2023
“Nature hates miracles that take too long”
“Nature abhors miracles that last too long,” wrote Camus
5 minute read
16 January 2023
Falling inflation: watch out for oil!
Like the creatures of Lovecraft’s fantasy bestiary, the monsters of the
4 minute read
10 January 2023
The Mystery of the Bank of Japan
Having led the way in unconventional policies, the BoJ is reluctant to get out
4 minute read
9 January 2023
Walls of worry
Financial markets got off to a good start to the year
byDPAM
2 minute read
4 January 2023
Barometer: After the storm
Emerging market equities and bonds offer the best prospects for investors after
4 minute read
3 January 2023
From bloodletting to remission?
While the 2022 page turns and will remain in the annals in many respects, the
2 minute read
2 January 2023
2022: annus horribilis…
The year 2022 has been trying on the financial markets with the accumulation of
3 minute read
1 January 2023
Inflation: “the result of a conflict of distribution between companies, workers and taxpayers”
By Olivier Blanchard
byFibee
2 minute read
30 December 2022
China: focus on growth
In recent weeks, the Chinese government has made a dramatic turnaround in its
2 minute read
26 December 2022
Emerging Markets Outlook 2023
Mixed growth prospects for 2023 The variations are considerable depending on the
2 minute read