GLOBAL MACRO INSIGHTS

The market is wrong, the FED will continue raising interest rates

Exactly one year after launching its tight monetary policy campaign, the Federal Reserve faces a dilemma: continue its fight against inflation or reassure and stabilize...

The beginnings of a banking crisis in the United States?

The sudden closure of Silvergate Capital and the hasty fundraising of SVB Financial Group have sent American bank stocks plunging and raised the question: could...

U.S. interest rates: a harsh wake-up for investors

The Federal Reserve’s (FED) testimony on Tuesday was a painful wake-up call for investors, who had expected an end to rate hikes and a strong...

The Fed’s Puzzle

A phenomenon is defying economic theory and disrupting the Fed’s debates on monetary policy: why is wage growth slowing even though the labor market is...

The miscalculations of the ECB

Eurozone central banks will report their first significant losses in a decade of money printing in the coming weeks. The results will turn negative for...

The return of strong growth in China is not necessarily good news

The Chinese economy has shown signs of a more robust rebound after lifting Covid restrictions. The manufacturing sector has revealed its most significant improvement over...

Gas prices could soar again at the start of summer

Europe’s gas supply could be at risk again in the coming months. China has lifted the strict Covid restrictions that dampened its energy demand last...

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...