J-P. Pizzini – Page 26 – GLOBAL MACRO INSIGHTS

Asian central banks are rebuilding their reserves, betting on a further hike in U.S. rates

India is leading the charge among central banks in emerging Asian markets in rebuilding currency stocks. Since last October, the region’s countries have strengthened their...

The FED did not finish the job

On Wednesday, Governor Powell and his colleagues raised the Fed’s target for its benchmark rate by a quarter of a percentage point to a range...

At the dawn of a major real estate crisis

Nearly $175 billion in home loans are at risk of default. The rapid rise in interest rates and the end of easy money caused a...

India’s Debuts in the Green Bond Market

Authorities have promoted the issuance of 80 billion rupees ($984 million) to the country’s largest domestic asset managers, including state insurers, pension funds, and foreign...

The Balkans, New European Nightmare

The market seems to want to ignore all the risks likely to thwart its current optimism. Yet they are numerous, often blatant and systemic. One...

FED will continue raising interest rates

The minutes of the last FOMC meeting published this week did not bring any hope to the investors. Fed officials have indicated that interest rates...

A new world

After the shocks of 2022, a recession for large parts of the world in 2023 seems inevitable. More difficult is to assess the long-term impact...

The resilience of the US bond market

Admittedly, US debt lost almost 13% in 2022 as the Fed raised its target interest rate on overnight lending between banks seven times, from 0.25%...

2023: the perfect storm for the bond market?

Investors found few places to hide in 2022. Both major asset classes: stocks and bonds, fell significantly globally. But if analysts are correct, 2023 will...

GLOBAL MACRO INSIGHTS

Author: J-P. Pizzini