« Soylent green »
Is the enthusiasm for ESG funds exaggerated? The movie was scary, offering the vision of an overcrowded world, lost in violent cities and faced with a mysterious enterprise “Soylent Green” [...]
Bond garbage
Are all bonds becoming “investment garbage” as Bill Gross claims? I report here the cry of alarm, not to say of anger that has just launched Bill Gross, the famous and former boss of the PIMCO [...]
The Return of Dr. Doom
At 93, Henry Kaufman gives his thoughts on the evolution of finance and monetary policies… A lesson to ponder. Henry Kaufman represents for many in the profession, the model of the [...]
Biden, the leap forward
President Biden hits inauguration running. How far will the markets follow him? Since the launch of his campaign, Joe Biden has had to overcome many obstacles to reach this inauguration ceremony, [...]
Janet and Jerome, the return of “Entente Cordiale”
Hailed by the markets and beyond, Janet Yellen has no real opponents. She may face no less oppositions I won’t hide it, I’m one of her fans! I had the chance to meet Janet Yellen when [...]
The Fed at sixies and sevens
As expected, Jérôme Powell delivered the Fed’s new long-term monetary strategy to Jackson Hole. It leaves a taste of unfinished business. The Jackson Hole Symposium (this year held at a [...]
