Olivier Desbarres·Apr 1, 2022Political data point to Macron winning French presidential election — question is by what marginFive years ago we wrote a comprehensive four-part guide to the 2017 French Presidential (and legislative) elections. It allied a…
Olivier Desbarres·Feb 8, 2022Fed hikes not immune from equity collapseThe Fed is widely expected to hike its policy rate 25bp to 0.25–0.50% (its first since December 2018) at its meeting on 16th March, by…
Olivier Desbarres·Jan 28, 2022Japanese Yen — Myths and realitiesThe Yen depreciated about 13% versus the US Dollar between 5th January 2021 (a 9-month high) — and 4th January 2022 (a 4-year low) but has…
Olivier Desbarres·Jan 25, 2022United Kingdom: Inflation without benefitsConsumer demand in the United Kingdom remains modest, which we attribute to a combination of factors. These include still curtailed…
Olivier Desbarres·Jan 21, 2022Light at the end of long Eurozone tunnel?The number of new daily cases of Covid-19 has remained at or near record-highs in most Eurozone countries, including Germany, France, Italy…