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EconomicForecast
- Asia: Delta supply chain disruption by TS Lombard
- Supply conditions have become extremely negative: What consequences? by Natixis
- In the euro zone, the sharp rise in real estate prices will be the only obstacle to maintaining a highly expansionary monetary policy by Natixis
- The length of recessions by Natixis
- The instability of the equity market reveals the presence of two opposing forces by Natixis
- Worried About Inflation and ISMs? Inventories Are An Important Key. by Cornerstone Macro
- UniCredit Macro & Markets Weekly - August: Volatile equities, resilient FI, mostly sideways FX by UniCredit
- Quel rôle pour l’État ? by Natixis
- Why long-term interest rates may decline by Natixis
- $2.4TN of excess savings in charts by TS Lombard
- German elections matter not just for Germany by TS Lombard
- Stable monetary policy and risk premia by Natixis
- Germany – Export-led inflation by TS Lombard
- US CPI cools for now, not for later by TS Lombard
- Pression fiscale et effort d’innovation by Natixis
- There is no longer any real concept of an economic cycle by Natixis
- Public debt: What outlook? by Natixis
- The pitfalls in Europe’s rapid energy transition by Natixis
- De la création de l’euro à 2013, la BCE a mené une politique monétaire structurellement plus restrictive que la Réserve Fédérale ; depuis 2014, c’est l’opposé, et cette nouvelle situation va durer : quelles conséquences ? by Natixis
- The hidden weakness of OECD economies by Natixis
- Analyser la dette publique en comprenant que c’est un transfert de revenu du futur vers le présent by Natixis
- To Understand Treasury Yields, Look To The Fed and Abroad. Growth And Inflation Can't Explain Them. by Cornerstone Macro
- The various mechanisms that, taken together, explain the low level of long-term interest rates by Natixis
- Henry Hub joins the global gas rally by Natixis
- Crise de la Covid : la mise en place de nombreuses irréversibilités by Natixis