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Clement Inbona
America First

America First

In the US, equities are hitting dizzying heights. Indices are achieving new records, whilst their performance and valuation level seem...

BRICS+: cracks in the façade?

BRICS+: cracks in the façade?

The BRIC acronym first appeared in 2001, coined by an economist to identify the group of countries formed by Brazil,...

Trumponomics or Kamalanomics ?

As the US presidential campaign enters the home straight, the outcome looks to be tighter than ever, judging from the...

Trumponomics or Kamalanomics ?
Weighty words, surprise rates

Weighty words, surprise rates

Jerome Powell’s announcement of a 0.5% cut in US key rates on 18 September successfully trod a fine line –...

A free hand but finger on the trigger

The continued decline in inflation is giving central bankers the freedom to act. We are on track and the 2%...

A free hand but finger on the trigger
One record after another

One record after another

Stock market commentators are having a field day reporting on new records. Whether it’s the CAC 40 or the S&P...

After the rain comes the sunshine?

More than half the world’s population will be called to the polls in 2024. Initial election results have often provoked...

After the rain comes the sunshine?
We can’t yet call this a trend

We can’t yet call this a trend

With the first-quarter corporate earnings season coming to a close, we can already draw a number of conclusions from a...

A plea for eurozone equities

After five quarters of stagnating growth in the eurozone, stuck in a narrow band of between -0.1% and +0.1%, the...

A plea for eurozone equities
Paris 2024 Olympics: 3, 2, 1, get counting!

Paris 2024 Olympics: 3, 2, 1, get counting!

With less than 100 days to go until the beginning of the Paris 2024 Olympic Games, the calculations race has...

There’s electricity in the air

At fashionable dinners and at those attended by heads of state, electric cars are regularly discussed, attracting a flurry of...

There’s electricity in the air