Morning coffee

Italy, Mayday!

Similarly to many other countries in the world, Italy is also paying a hefty bill after the effects of the pandemic on its economy. Who will reach out to the country of de Vinci to keep the boat afloat ? It is John Plassard’s focus of the day in his Morning Coffee.

Morning coffee

Home truth

The pandemic - and its possible resurgence - has had a huge impact on all areas of life, and therefore on mortgages also. In the US, landlords and tenants are facing more and more pressure, as bills did not go on holiday neither. This is the subject of John Plassard's Morning Coffee today.

Morning coffee

Sino-Indian trade tensions

Today it is the commercial trade tensions between India and China that John Plassard decided to put back in the spotlight. How will those tensions affect the economic outlook of both countries? Listen to his analysis here.

Bond moment

Where is the way out?

Today Catherine Reichlin discusses the differences between the ECB and Fed's programs of purchasing investment-grade corporate bonds and the impact they have on market conditions. Last week, the Fed formalized the launch of a $250 billion purchase program that will be carried out over a period of only three months. However, it seems easier to start a program than to end it!

Morning coffee

Under the pump

While the COVID-19-driven lockdowns have started to ease in different parts of the US, the pandemic economy and earnings impact will remain with us for a while. But which sectors will pay the highest price ? John Plassard is addressing the question in his Morning Coffee.

Morning coffee

On the bubble

Data are showing that the best performing stocks are those with the highest credit risk, as measured by credit default swap. What are the possible consequences of such behaviour? John Plassard tells you more in his Morning Coffee.

Morning coffee

5G, what now?

Despite the coronavirus outbreak, telecom companies in all parts of the world are on track in building out 5G wireless networks. What is its future and how will it impact our relationship to communication, emerging technology and smartphones acquisition? Let John Plassard connect the dots in his Morning Coffee.

Morning coffee

On the road to recovery

How will the recovery from COVID-19 take shape in the next weeks or months ? More and more investors are confused about the current situation and its forecasts. Let John Plassard shed light on this essential matter.

Morning coffee

Bitter retirement

What COVID-19 has also highlighted was the lack of emergency saving account and basic financial planning for future retirees in the US. Americans are already foreseeing the costs they will pay. Is Europe next ? John Plassard is addressing this crucial topic in his Morning Coffee.

Bond moment

Perception is King

Sometimes perception is stronger than reality... Catherine Reichlin gives us her vision in this week's Bond Moment as it seems that the hyperactivity of the primary bond market is mainly fuelled by the feeling that both the ECB and the Fed will be there to buy debt.

Morning coffee

A second wave?

Will we experience a second wave of Coronavirus or not? John Plassard explores the options in today's Morning Coffee...

Morning coffee

A whole new ballgame

Are gaming and streaming the new biggest hobbies of 2020 ? Take your turn and listen to John Plassard's Morning Coffee to find out !

Morning coffee

Bad bank/good bank

How will the European Central Bank cope with the side effects of COVID19 on debt and repayment ? John Plassard addresses this crucial question in his Morning Coffee.

Morning coffee

Sleep Money

You might be surprised to learn that the hottest movements in stock market trading are actually happening overnight ! Listen to John Plassard to peel off this unsuspected yet insightful fact.

Morning coffee

To be or not to be unemployed

In today’s Morning Coffee, John Plassard puts his finger on the miscalculation of the unemployment rate in the US. Find more about this surprising mistake.

Bond moment

A deep pocket

In her weekly Bond Moment, Catherine Reichlin today gives us an update on the bond market situation in Australia. The Central Bank of Australia successfully managed the current crisis without making heavy use of its QE programme. Its yield curve has become more attractive, especially for a AAA-rated country, and is seen as attractive by bond investors.

Morning coffee

What would a Biden presidency mean?

Amid civil unrest and unprecedented pandemic, how are the US elections doing and what would a Biden presidency mean for the US market? Listen to John Plassard's analysis in his Morning Coffee.

Morning coffee

Shifting consumption habits

Our consumption and spending habits are changing, but how and what does that mean? Let John Plassard tell you more in his Morning Coffee.

Morning coffee

Update on the luxury market

How are the luxury markets doing during this crisis? John Plassard analyses the effects of confinement on different segments & the potential perspectives of the luxury sector in today's Morning Coffee.

Morning coffee

The next May US job report

Today John Plassard focuses on the next US job report, which will be revealed on Friday. How does the employment situation impact - or not - the markets? Listen to his Morning Coffee to discover more.