April 12, 2022

Central banks continue to persevere in their hawkish stance

Markets witnessed a sharp rebound over the past month (since March 7) following the sharp drawdown that followed Russia’s invasion of Ukraine.

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April 12, 2022

Supply-chain interruptions risk due to Ukraine

At the beginning of 2022, economic activity returned to its pre-pandemic level and the omicron wave had less of an impact on activity than previous ones.

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April 12, 2022

Accelerating towards the cycle end

Exiting the pandemic, entering the war and tightening monetary policies around the globe are acting together as a formidable business cycle accelerator.

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April 12, 2022

Changing volatility regimes

The global economic outlook is foggy, and the start of the year has kept on adding additional layers of complexity.

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March 31, 2022

Connecting Divergence

The past few weeks have been volatile for the markets, following a series of unusual financial and geopolitical events.

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March 18, 2022

Economic and financial outlook

Armed conflicts have not historically had a lasting effect on financial markets, unless they led to an energy crisis – which is the outcome at stake today.

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March 15, 2022

Strong increase in volatility

Markets moved into a risk-off mode as a result of the ongoing geopolitical turmoil that culminated in Russia’s assault and invasion of Ukraine

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March 15, 2022

The world equilibrium is being tested

There is a lot of dust in the air for the moment

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March 15, 2022

Time is of the essence

The war in Ukraine has added new uncertainties for investors

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