Fast food for thought

Insights and research on global events shaping the markets

All major central banks raised interest rates again, but with different magnitudes and language.

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06/02/2023

In a surprise move, the Bank of Canada (BoC), after raising its policy rate by 25 bps, announced a pause at its current level (4.5%) unless economic data surprises on the upside.

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01/02/2023

After today’s hike, The Fed Funds rate will have increased by the most amount since the six months ending March 1981.

Below are answers to our client’s most frequently asked questions on recession risk, French elections, Chinese equities, the cryptocurrencies crash and our asset allocation preferences.

Yesterday the Fed hardened the tone to signal its determination to curb inflation. At all costs? After yesterday’s 75bps hike, the market’s reaction was not dramatic but all eyes will remain on the Fed’s stance in the coming months.  

Yesterday, as expected, The Federal Reserve increased its benchmark interest rate by half a percentage point, in line with market expectations. In this note, we highlight the key facts, market reaction and share our view.

EU natural gas prices soared by as much as 20% yesterday morning, after Russian energy giant Gazprom announced it had halted gas supplies to Bulgaria and Poland for failing to pay for gas in rubles.

Below are answers to our client’s most frequently asked questions on inflation, the yen and the surge in commodities prices.

Below are answers to our client’s most frequently asked questions on the markets, the yield curve inversion, French elections and our portfolios positioning.

Below are answers to our Client’s most frequently asked questions on the markets, the Fed and our portfolio positioning.

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