By François Rimeu, Senior Strategist, La Française AM As suggested by Federal Reserve (Fed) Chair Powell’s cautious message at the Economic Club of New York on October 19, the Federal Open Market Committee (FOMC) is expected to maintain the f...

The energy shock quickly passed through to consumer prices in August and September. For most developed market countries this was sufficient to partially reverse the decline seen in annual inflation over the past year. “Although the conflict in th...

By François Rimeu, Senior Strategist, La Française AM Historically speaking, in order to break an inflationary spiral rooted in the economy, as is now beginning to take shape in the United States, it is necessary at the very least to provoke ...

The European Commission's announcement in early September that it was opening an investigation into Chinese subsidies for electric vehicles highlights China's dominance in this field. According to the European Automobile Manufacturers Association ...

The US economy continues to defy the gravity of rate hikes, prompting many to price in painless disinflation and a soft landing. But a closer look at monetary policy transmission mechanisms suggests the effects of rate hikes are delayed, not den...

FOMC preview (November 1) – proceeding carefully with a tightening bias We expect the FOMC to keep rates unchanged at 5.25-5.50% at its meeting next week, as is widely priced by the markets. We don’t expect changes to QT or tweaks in other admini...