India: A challenging year ahead
India’s booming economy has been the envy of many. But early signs of an economic slowdown have emerged beyond expectations. Any cooling, mainly if driven...
A shift in the Central Banks’ position?
It was a week of meetings for the ECB and the FED, and the mood was for a change in both cases. The European Central...
The US debt: the new markets’ highlight
The US and the world are seeing a new risk approach: the limit that Congress imposes on the total borrowing of the Treasury. This number,...
The New Geopolitics of Oil
Fueled by the war in Ukraine, oil prices had surged above $100 a barrel to levels last seen in 2014. With recessionary prospects, prices have...
The investors bet on ECB rate hikes
A month has passed since the disappearance of Credit Suisse, and investors are still convinced that the European Central Bank will keep increasing interest rates...
The Fed, between reforming the banking system and inflation
After presiding over the first US banking crisis since 2008, Federal Reserve officials will focus on reforming regulation. The Fed has promised to complete an...
Italy, the ECB’s problem
The European Central Bank’s tightening cycle has put Italy’s debt-to-GDP ratio on an unsustainable trajectory. A more significant surplus in Rome could offset these higher...
The market is still dreaming
After the onset of a crisis, a certain degree of volatility usually persists, reflecting investors’ nervousness. American regional banks have not seen significant rebounds, as...
OPEP+ decision: are we back in the 70s?
OPEC+ has announced a surprise cut in oil production of more than one million barrels per day, abandoning previous assurances that it would maintain stable...