By François Rimeu, Senior Strategist, La Française AM Inflationary risk: A closed chapter? The magnitude of the rebound in almost all asset classes over the past month is extraordinary: +4.54% for the US 7-10 year bond index, the biggest i...

By François Rimeu, Senior Strategist, La Française AM As suggested by ECB members, the Governing Council (GC) will maintain its interest rates at the December meeting. The pivotal focus is on the updated macro-economic projections, particular...

In its global investment outlook for the coming year, Fidelity International outlines why it is important to adopt a scenario based approach which takes into account the complexities of the current global economic and markets cycle. A soft landing...

By François Rimeu, Senior Strategist, La Française AM The Federal Open Market Committee (FOMC) is expected to maintain current interest rates at their upcoming meeting. Fed Chair Powell will stress the dependence of monetary policy on economi...

While AXA IM doesn’t expect any hard announcement from the Fed and the ECB nor a massive change of communication, it will be difficult for Jay Powell and then Christine Lagarde to completely ignore the dramatic shift in the monetary policy traje...

By Ole Hansen, Head of Commodity Strategy at Saxo The first week of December saw weakness spread to all the major commodities sectors with grain being the most notable exception. Overall the Bloomberg Commodity Index, which tracks 24 major...