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Latest News & Insights


 

Webinar: Two-lane global rebound—without inflation?

Will a post-pandemic rebound, super-charged by massive monetary and fiscal stimulus, inevitably lead to runaway inflation? Join us for answers in our next webinar.

ECB: Out of options

Until and unless the ECB wants to start easing capital adequacy requirements, it is stuck.

Oil prices and the illusion of inflation

We are skeptical that expectations of a post-pandemic surge of inflation will be realized, but markets may mistake an oil price basis effect for inflation.

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