Search
Take Two: Eurozone inflation falls by less than expected; global stocks hit fresh highs
What do you need to know?Eurozone annual inflation fell by less than expected in February, to 2.6% from 2.8% in January, according to an official flash estimate...
Everything’s gone green
Global temperatures are still rising. Climatic events are becoming more serious. Natural habitats are deteriorating as a result of intensive farming and develop...
February Op-Ed - Exploring Exuberance
Key pointsUS growth continues to surprise to the upside and there might be something structural at play there.The Fed remains prudent on the timing and magnitud...
February Global Macro Monthly - Policy Rules and Monetary Tools
Key pointsUS growth exceptionalism persists and despite softer retail activity in January there are few signs of the slowdown we continue to expect.Activity has...
Measuring energy: Losses and efficiencies with an electric silver lining
Key points:Energy is essential - it provides us with heat, lighting and the power to makes machines and engines runSociety is however reliant on fossil fuels an...
Framing the ECB’s rate cutting cycle
Key points:Market pricing was a poor predictor of actual ECB decisions in the last interest rate hiking cycle. Detailed analysis suggests market expectations mo...
Take Two: Stocks hit record highs; Fed and ECB cautious of cutting rates prematurely
What do you need to know?Global markets notched up further gains over the past week, with US, European and Japanese indices hitting all-time highs. On Thursday...
Jérôme Broustra appointed Head of Global Rates at AXA IM
AXA Investment Managers (AXA IM) today announces the appointment of Jérôme Broustra as Head of Global Rates, effective immediately.Based in Paris, Jérôme re...
Draghi Captures the Zeitgeist
Key points:Mario Draghi’s latest speech offers a vade mecum to policy makers in the Post Covid world. It would take some convincing in Germany though, ev...