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Clement Inbona
Battle stations!

Battle stations!

Forget the Magnificent Seven, that exclusive club of US mega-stocks linked, in particular, to the tech and AI sectors. The...

In the US, the Overton window is wide open

In the US, the Overton window is wide open

Also known as the window of discourse, the Overton window refers to the range of ideas and opinion that the...

What if we haven’t heard the last of US inflation?

On Wednesday 12 February, the US CPI came in at +0.5% for January, upsetting markets. Firstly, because this figure is...

What if we haven’t heard the last of US inflation?
Deepshift

Deepshift

USD 589 billion for starters – that’s the amount that was knocked off the valuation of Nvidia – the artificial...

No moderation

After a few days of overindulgence during the year-end celebrations, January is usually a month for sobriety, New Year’s resolutions...

No moderation
Economics-fiction

Economics-fiction

For believers and non-believers alike, Advent is the time for getting ready for Christmas; in the financial sector, it is...

America First

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

America First
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