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Enguerrand Artaz
The importance of words

The importance of words

The biggest drop in US 10-year yields since the panic at the start of August 2024, the most significant easing...

Bogeyman Powell

Bogeyman Powell

Last year, after the December meeting of the US Federal Reserve (Fed), its Chair Jerome Powell gave a surprisingly accommodative...

The eurozone – risk in France and hope from Germany

As 2024 draws to a close, it’s no exaggeration to say that it has not been very favourable for European...

The eurozone – risk in France and hope from Germany
The Impact of Donald Trump's Election : A 10 Minutes Overview

The Impact of Donald Trump's Election : A 10 Minutes Overview

After a heated political campaign and the anticipation of a very close election, it’s Republican candidate Donald Trump who becomes...

It's the economy, stupid¹

With GDP growing at close to 2.5% in 2024, unemployment running at just 4.1%, inflation back below 3%, and US...

It's the economy, stupid¹
ECB: now’s the time to accelerate

ECB: now’s the time to accelerate

“Have we broken the neck of inflation? Not yet. Are we in the process of breaking that neck? Yes.” Using...

Reviving the dragon: China awakens

The story had become all too familiar. China’s economy was stalling, consumer confidence was deteriorating, and the property bubble was...

Reviving the dragon: China awakens
Shadow boxing

Shadow boxing

As we enter the final stages of the US presidential election, 10 September represents a key milestone for the two...

Market Flash

After a depressing July, the equity markets began August with a sharp decline. Many indices have now entered a correction...

Market Flash
Holiday homework

Holiday homework

The summer break is synonymous with rest, sun and traffic jams caused by flocking holidaymakers, but – as history has...

A spoke in the wheel of the US economy

It has rarely been so difficult for US households to purchase a property. Indices measuring access to property – of...

A spoke in the wheel of the US economy