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Currencies. Will the lasts be firsts across EM?

Date: 8 January, 2021
There was a global splurge in government borrowing in 2020 and emerging markets were not left out. However, given the. . . . Read More

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
Bank of England

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