12/06/2022

A bridge over troubled waters

The long-established dynamic is that central banks write between the lines and markets read between the lines.

12/06/2022

Dream On

The markets prefer to ignore the economic data that shows the global economy is in a significant downshift in growth and facing prolonged high-interest rates.

12/06/2022

Do central banks’ losses matter?

The prospect of financial losses can be seen either as the flip side of this era of monetary activism or the price to pay for previous policy choices.

12/01/2022

High Noon for Axel Lehmann

Although Lehmann did not directly refer to the current turmoil at Credit Suisse, his appearance was so confident and calm that one could only marvel, reported one participant at the event.