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Clement Inbona
A Go player versus a golf player

A Go player versus a golf player

On your left, Xi Jinping, general secretary of the Chinese Communist Party. On your right, Donald Trump, 47th president of...

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

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

In the US, the Overton window is wide open
What if we haven’t heard the last of US inflation?

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...

Deepshift

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

Deepshift
No moderation

No moderation

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

Economics-fiction

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

Economics-fiction
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?

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

BRICS+: cracks in the façade?
Trumponomics or Kamalanomics ?

Trumponomics or Kamalanomics ?

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

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 –...

Weighty words, surprise rates