Archives

Temporary or more structural: is it the return of the price/wage spiral? We had almost forgotten the term: the strike (or its threat) is back. In the United States, agricultural machinery [...]

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” [...]

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 [...]

In Venice, G-20 ministers and central bankers are showing a common front. Will it last? This year Venice meeting is reminiscent of another. In November 2008, in the midst of the financial and [...]

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 [...]

Should fear inflationary anxieties or see the dawn a new era of economic and industrial development? What if all the inflationary anxieties of recent months were nothing more than false alarms? [...]

Is inflation back for good? Markets are starting to worry about that. The case is heard and widely expected, inflation is gaining ground. Whether on the side of Chinese producer prices (up 6.8% [...]

It’s hard to ignore a gain of over 20,000% in less than six years. With the Coinbase IPO, the crypto-asset universe is structuring itself.   In 2015, curious about the enthusiasm of [...]

Christine Lagarde secured the consensus in the ranks of the ECB, but for how long? Doing too much or not enough? The question resurfaced on the eve of the meeting of the Committee of Governors of [...]

Long-term interest rates are trending, is that really bad news? Is Milton Friedman back, and with him inflation, a phenomenon everywhere and always monetary? The recent rise in long-term interest [...]