- The day after #6 - Inflation: persistent headwinds but a possible inflationary cocktail
The day after #6 - Inflation: persistent headwinds but a possible inflationary cocktail
Monday 08 June 2020
Research / Market
Since the beginning of the coronavirus pandemic, all eyes have been on the unfolding health catastrophe and the consequences of confinement: economies halted, exploding rates of unemployment (in particular in the United States), and rising debt levels. In this extraordinary context, inflation is often overlooked. This is a dangerous mistake, in our view. For investors, now more than ever, it is crucial to keep a very close eye on this metric—in particular, since we may be at the beginning of a complete regime shift...
The day after #10 - Rethinking the macro and cross-asset research: what we have learned from the Covid-19 crisis
Crises create disruption and Covid-19 is no exception, bringing new complexities, new opportunities and new risks to the investment landscape.
ECB QE Monitor - June 2020
The Eurosystem started its QE in March 2015.
The day after #9 - Covid-19 crisis, a catalyst for change and strengthening the EU
The Conference on the Future of Europe, planned earlier this year, will probably open in September in a very different context than initially expected.