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ECB delivers a jumbo rate hike

Date: 15 September, 2022
Against a backdrop of persistent and elevated inflation, the European Central Bank delivered as expected the largest hike since the. . . . Read More

BRICS comeback

Date: 11 August, 2022
A new global reserve currency Since the start of the year, Russia and China are challenging the USD global FX. . . . Read More

Fixed income. Emerging debt washout is not over

Date: 28 July, 2022
In several emerging markets short-end yields are trading at their 20-year highs and significantly higher than in developed countries. Looking. . . . Read More

A 1st semester-end rally before correction resumes?

Date: 30 June, 2022
A rally was justified last week: oversold indices, historically low investors’ sentiment indicators and a first half of the year. . . . Read More

Fixed income. European fragmentation

Date: 23 June, 2022
European fragmentation The SNB took the lead by surprisingly raising rates by 50bps to counter inflationary pressures which reached their. . . . Read More