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Market Insights

MacroEuropeChina

The cost of the Chinese "zero-Covid"

More than two months have passed since Russia attacked Ukraine. The expected impacts on Europe are known, and growth prospects have already suffered. They are even already expected by the markets, which fell by 8% ...

MacroAsset Allocation

MonthlyFlow - May 2022

While sentiment is very negative, markets are reacting less to war headlines

MacroAsset Allocation

MonthlyFlow - April 2022

While sentiment is very negative, markets are reacting less to war headlines

MacroAsset Allocation

MonthlyFlow - March 2022

Russia

MacroAsset Allocation

MonthlyFlow - February 2022

2022 is off to a rocky start, but the outlook for the year remains constructive

BondsMacroinflation

Bond markets could be pricing in too many hikes

The yield on 10-year Treasuries just struck a 2-year high and Fed funds futures are pricing a near certainty that the Fed hikes in March with more to follow from the Fed and other central banks in 2022. Is that too much?

ForexMacroEuropeEURUSDeuro

The euro turns 20. What's next?

The euro turned 20 years old on January 1st, much to the relief of the citizens who adopted it, but to the surprise of some economists who’ve been predicting a euro break-up for years. So what’s next for the euro?

MacroAsset Allocation

MonthlyFlow - January 2022

The year has already started with a bang, so here is a look at the top 10 questions we have been getting for the coming 12 ...

MacroAsset Allocation

2021 in Review

Milestones and challenges that are likely to spill over into 2022

Macro

The spiral of supply chain bottlenecks

The pandemic-induced supply-chain shock is leaving us with a lot more economic pain than initially anticipated. The question now is: how long will it last?

MacroIPO

2021 IPOs: when more is less

700 newly added tickers to American public exchanges, $100B raised in Q1 2021 alone. While these records are challenging even those of 1996, sometimes, more is actually less.

MacroAsset Allocation

December MonthlyFlow - 2022 Outlook

Key takeaways for 2022: Omicron does not change our outlook, for now Growth to stay solid & inflation higher for longer, but still “transitory” ...

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