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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 [...]

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% [...]

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 [...]

In the wake of the Covid-19 crisis, calls for the cancellation of public debts are gaining momentum. It did not take long for Christine Lagarde to firmly reject calls for the cancellation of all [...]

The crisis of the COVID signals the return of the state and even of strategic Europe. Is that good news for investors? Many years ago, Europe successfully launched the Airbus project; now let us [...]

Europe and Japan have a historical opportunity to reinforce their political and economic ties and take the lead of the “soft powers” In these times of social distancing, it is good to think of [...]