Bond moment

We need more Caire

Diversifying sources of financing is key to limit dependence on creditors and Egypt is the perfect example. Above progressing in delivering its local debt on Euroclear, Egypt has been active on the green bond market since this autumn. This casts a light on the E of ESG. But what about the "Social" & "Governance" levels?

Weekly Insights

Natural Language Generation (NLG)

What is NLG, how does it work and concretely how important of a theme is this sub-division of artificial intelligence? Listen to John Plassard and his avatar to know more about it.

Macro Update

All about USD

Our economist & strategist Marie Thibout focuses on the US dollar today. They have been negative on USD since last March and implemented a double underweight for several profiles this summer. Was it a good call?

Bond moment

Abracadabra

Do the central banks have superpowers? And how would they affect bond markets? This is the magic trick explained by Catherine Reichlin today.

Weekly Insights

Avatar

To what extent can avatars really replace human beings? How are they created; in which fields could they be useful and in what sense? Let John Plassard... or rather his avatar... take you through this subject today.

Macro Update

Gold

How is gold doing and what role does it hold in our asset allocation? Along with the divergence between gold and bitcoin prices, Valentin Bissat tells us more about this in today's Weekly Macro & Strategy Update.

Bond moment

The love boat

Catherine Reichlin talks about credit markets and its reaction to the announcement that the Fed could end its credit facility programme. The symptomatic example of Carnival shows the ambient optimism linked to the materialisation of a vaccine but also to the certainty that at the slightest stress, governments will intervene again.

Weekly Insights

Janet Yellen

It is today the potential next US Secretary of Treasury Janet Yellen who is at the center of John Plassard's interest. What will be her next challenges and how did investors react to her nomination?

Macro Update

2021 economic outlook

In today's issue, Gero Jung summarises his 2021 economic outlook... and while short term bumps in the road exist, the economic outlook looks overall encouraging next year!

Bond moment

Forced diet

Catherine Reichlin, our Head of Research, talks about bond scarcity and how this impacts investors... and more particularly the conservative ones. Listen to her Bond Moment to start your week.

Weekly Insights

Hot topics

Today John Plassard decided to put two topics in the spotlight: the attractiveness of emerging markets and the unsteady situation of restaurants in the US. Discover his thoughts in his Weekly Insights.

Macro Update

Opportunities

In today's Weekly Macro & Strategy Update, our Economist & Strategist Marie Thibout gives us a global review of the opportunities offered by the current sectorial rotation in global equity markets.

Bond moment

Bear with me

In today's Bond Moment, Catherine Reichlin evokes Russia's great comeback on the euro bond market. An interesting tactical choice with a timing that is rather based on political considerations (American elections) than economic or financial ones.

Weekly Insights

In the spotlight

In today's Weekly Insights, John Plassard puts 3 key subjects in the spotlight: gold, prospects of the S&P500 and the sector rotation that appears in the equity markets. Some food for thought before the weekend.

Macro Update

Uncertainty

How exactly has uncertainty been affecting financial markets lately? And announcements of a Biden presidency and a COVID vaccine? Find out in Valentin Bissat's analysis.

Bond moment

In the Pocket

The Reserve Bank of Australia has been quite shy in terms of market measures so far. Until now. Catherine Reichlin takes us through the decisions taken in Australia.

Morning coffee

US election 2020: what’s next for financial markets?

Catch up on our US elections morning's live special with John Plassard and Gero Jung commenting the first results and their potential impact on markets...

Bond moment

SURE...veillance

In her Bond Moment, Catherine Reichlin focuses on the new SURE bonds issued by the EU. They come with a number of constraints, which will raise new challenges due to the large amount of data to be processed.

Weekly Insights

US Presidential election: market scenarios

A few days before the American presidential elections, John Plassard gives us a special edition of his Weekly Insights: he today establishes and analyses 4 potential market scenarios post Election Day on November 3rd.

Macro Update

Trumponomics

How does the US economy do under the Trump presidency? Our Chief Economist Gero Jung provides a preliminary economic assessment in today's Weekly Macro & Strategy update. No focus on politics... only pure economic statistics!