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Clement Inbona
Deepshift

Deepshift

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

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
A free hand but finger on the trigger

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%...

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...

One record after another
After the rain comes the sunshine?

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...

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...

We can’t yet call this a trend