The following question

The important question that arises with respect to the Central Bank's policy is how long monetary tightening will be on hold.

October 28, 2022 - 1 year
Interest rates

There is still a great deal of uncertainty about how far rates could go in the current cycle.

October 21, 2022 - 1 year
No evil lasts 100 years

You may say I am a dreamer: economic policies work and eventually we will return to equilibrium. It's not free, though, like nothing else in life.

October 14, 2022 - 1 year
Economy / Inflation

Another upward surprise in U.S. inflation.

October 14, 2022 - 1 year
Bad news is good news?

This logic is anchored to the market playbook of past recessions, but "the world is different now, inflation is much higher."

July 28, 2022 - 1 year