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Insights and research on global events shaping the markets

The US Federal Reserve held its target range for the Fed Funds rate unchanged yesterday, as widely expected, and the SNB -- one last cut, likely done in a highly uncertain environment.

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20/03/2025

What is at stake, what to look for, and what are the implications?

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20/02/2025

The Fed acknowledges that fiscal dominance has arrived in the US

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20/12/2024

A tale of two central banks: the ECB navigates stagflation and the SNB fights deflation pressures coming from CHF strength

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13/12/2024

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