Category: Weekly
BeiDu In the latest edition of our weekly financial markets update: History never repeat itself. But it often rhymes… ; China successfully launched its GPS ; Fixed income. The bond market does not embrace the V-shape recovery scenario ; Currencies. Antipodean currencies back to basics ; Equities. 3 unfavorable factors ; and Emerging stocks. A […]
Squaring the circle In the latest edition of our weekly financial markets update: CalPERS: a California Saga, season #3 ; Introspection first ; Innovation and new time horizon ; Several challenges ahead ; Currencies. EM currencies should fail to track the risky assets rebound ; Fixed income. Finally, banks rushed to borrow record at the […]
A scourge for the poor In the latest edition of our weekly financial markets update: Disparate stages of Pandemic ; Ahead of a food crisis? ; Elusive multilateral response ; Currencies. The main central banks decisions are behind us for now ; Equities. Stock market rebound, the fault of millennials called Robinhood, traders? ; Equities. […]
Great Debasement 2.0 In the latest edition of our weekly financial markets update: A new decade of unbridled creation? ; Gold, this so special ¨currency¨ ; The ultimate White Knight of central bankers? ; Fixed income. Another moment of the ECB’s determination to do whatever it takes ; Currencies. An ECB supported by the German […]
A “ Sputnik’s moment ” In the latest edition of our weekly financial markets update: Flexing muscles ; Noose is tightening around Hong Kong ; Taiwan in the collimator ; The end of US-China co-dependency ; Fixed income. BoJ is learning from the Fed ; Currencies. GBP is roller-coasting into a tight range ; Fixed […]
A nasty German worm In the latest edition of our weekly financial markets update: A German version of Pandora box ; Little financial spillover for now ; Poland: stop blaming its plumbers, rather praise its postmen ; Fixed income. Heterogenous central banks ; Currencies. EM currencies’ weakness turns secondary ; Equities. More confusion than convictions […]
Monetary Orgy In the latest edition of our weekly financial markets update: Further Disinflation – if not Deflation – looks inevitable ; But a rosier scenario would dramatically restore cyclical inflation ; Fixed income. Has Europe the tools to secure its strategy? ; Currencies. More QE in the UK is coming ; Currencies. The BoJ […]
Oil resonance In the latest edition of our weekly financial markets update: The broad impacts of the Oil crash ; Fixed income. Fed is ready to do more, if needed ; Currencies. ECB preannounced more and cheaper once more ; Equities. COVID-19 created a ¨digital bomb¨. Accomplishment of the digital revolution? ; and Equities. Royal […]
Complex debt diplomacy In the latest edition of our weekly financial markets update: At odds, China favors fudging ; Fixed income. ECB adds fallen angels, and more could follow ; Equities. Results and WTI crash ; Equities. COVID-19, beginning of deconfine-ments ; and Equities. Shock in aviation. Click here to read our weekly financial markets […]
Fed’s magic toolbox In the latest edition of our weekly financial markets update: It’s no longer – just – size that matters… Style counts too ; Ultimate dislocations ahead? ; Currencies. Investors retain a defensive stance ; Oil. Despite a historic reduction in production, the supply-demand imbalance remains significant ; Equities. Profits sharply down in […]