In the meantime, the Fed has still to navigate with Trumpists

Date: 27 November, 2020

Even if Mnuchin has cancelled the key lending facilities, Powell says it is too soon to put away its emergency. . . . Read More

Together or apart?

Date: 20 November, 2020

Democracy 1 - Propaganda 0 Based on polls, the markets’ narrative in the days before elections was as follows: a. . . . Read More

China under the spotlight

Date: 5 November, 2020

The good Chinese management of the pandemic, like for Asia in general, allowed a V-shaped rebound in the economy. Golden. . . . Read More

BoE on the way to negative interest rates

Date: 22 October, 2020

It is not currently the main scenario case, but negative rates are possible in the UK next year if Brexit. . . . Read More

Deleveraging is going on

Date: 16 October, 2020

Large US firms are already starting to pay back the $350 bn that investment-grade corporates they have issued in 2020. . . . Read More