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Vues d’Iggo
3 minute read

Windmills of your mind

When things are bad, people think they are the worst of times. Today we have inflation, rising rates, slowing growth and polarized politics.

Vues d’Iggo

Summer blooms or temporary displays?

The mood is temporarily better in markets.

Vues d’Iggo

Pull to par

Bond yields are still low relative to current inflation and to their history. As such, there isn’t much bullishness around fixed income.

Macrocast

Soft-ish landing (with luck)

The Bank of England’s hike accompanied by the forecast of a recession next year should be a warning for central banks elsewhere in their quest for a “painless tightening”.

Vues d’Iggo

In the thick of the tightening

The Fed is doing a good job now, putting up rates along the path that it has successfully set out for the market.

Vues d’Iggo

Back to which future?

It would be extraordinary if advanced economies had reverted to the price and wage setting behaviours of forty years ago in the space of just one year.

Macrocast

Macron 2.0

E. Macron’s second mandate will likely start with the prolongation of the Keynesian/interventionist stance of the last 2 years, although the financial room for manoeuvre is smaller.

Vues d’Iggo

Soft landing anyone?

Market pricing and economic forecasts currently point to a soft landing in the US.

Macrocast

Mind games

The IFO survey’s forward-looking components in manufacturing are now below the levels seen during the “mini recession” of 2012-2013.

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