Global Markets Daily: China – Have interest rates bottomed?
■ The Chinese economy slowed dramatically in April amid Covid outbreaks and restrictions under the country’s zero-Covid policy. The PBOC… »
The ‘real regime’ during the equity correction
■ Since the start of the year, a combination of hawkish monetary policy, the war in Ukraine and the risks… »
The Economics of Algorithmic Stablecoins
■ In addition to the major drop in cryptocurrency prices, digital asset markets have recently been dominated by volatility in… »
Entropia et Impera – Inefficiency as a Business Model
Divide and rule policy (Latin: divide et impera), or divide and conquer, in politics and sociology is gaining and maintaining… »
Europe FX Forecast Revision
Most of the CEE currencies that we cover ended 2021 with small losses against the euro, with the Czech koruna… »
European Daily: French Presidential Election—A Decisive Moment for France’s Policy Path
Incumbent President Emmanuel Macron will face far-right candidate Marine Le Pen in the run-off for the presidential election this coming… »
Why we still like stocks as yields spike
• We prefer equities even as bond yields have sprinted higher. Global growth is still solid, and we see central… »
Global Markets Daily: Growing Risks But Too Early For Recession Obsession
With elevated inflation, slowing growth from the Covid rebound and a historically tight labour market, stagflation concerns remain high among… »
Global Markets Comment: Market-Based Estimates of French Election Shifts
Prediction markets strongly favor a win by President Macron over Ms. Le Pen in the second round of the French… »
The Wide Angle : Russia’s war and global banking
Russia’s war on Ukraine could be a game changer for global banking. European banks are in the front row, whether… »
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