Filtres

Recession, inflation, both, or… neither

US growth is slowing, while inflation is rising. Despite the rosy US Q2 GDP print, the growth details weren’t so great when excluding the extraordinary distortions due to the tariffs’ saga: final domestic demand (i.e. consumption expenditures and capex) is running at about 1.5% a.r. in the first half of this year vs. a quite […]

Recession, inflation, both, or… neither

US growth is slowing, while inflation is rising. Despite the rosy US Q2 GDP print, the growth details weren’t so great when excluding the extraordinary distortions due to the tariffs’ saga: final domestic demand (i.e. consumption expenditures and capex) is running at about 1.5% a.r. in the first half of this year vs. a quite […]

Recession, inflation, both, or… neither

US growth is slowing, while inflation is rising. Despite the rosy US Q2 GDP print, the growth details weren’t so great when excluding the extraordinary distortions due to the tariffs’ saga: final domestic demand (i.e. consumption expenditures and capex) is running at about 1.5% a.r. in the first half of this year vs. a quite […]

Recession, inflation, both, or… neither

US growth is slowing, while inflation is rising. Despite the rosy US Q2 GDP print, the growth details weren’t so great when excluding the extraordinary distortions due to the tariffs’ saga: final domestic demand (i.e. consumption expenditures and capex) is running at about 1.5% a.r. in the first half of this year vs. a quite […]

Recession, inflation, both, or… neither

US growth is slowing, while inflation is rising. Despite the rosy US Q2 GDP print, the growth details weren’t so great when excluding the extraordinary distortions due to the tariffs’ saga: final domestic demand (i.e. consumption expenditures and capex) is running at about 1.5% a.r. in the first half of this year vs. a quite […]

Recession, inflation, both, or… neither

US growth is slowing, while inflation is rising. Despite the rosy US Q2 GDP print, the growth details weren’t so great when excluding the extraordinary distortions due to the tariffs’ saga: final domestic demand (i.e. consumption expenditures and capex) is running at about 1.5% a.r. in the first half of this year vs. a quite […]

Recession, inflation, both, or… neither

US growth is slowing, while inflation is rising. Despite the rosy US Q2 GDP print, the growth details weren’t so great when excluding the extraordinary distortions due to the tariffs’ saga: final domestic demand (i.e. consumption expenditures and capex) is running at about 1.5% a.r. in the first half of this year vs. a quite […]

Recession, inflation, both, or… neither

US growth is slowing, while inflation is rising. Despite the rosy US Q2 GDP print, the growth details weren’t so great when excluding the extraordinary distortions due to the tariffs’ saga: final domestic demand (i.e. consumption expenditures and capex) is running at about 1.5% a.r. in the first half of this year vs. a quite […]

16th of September in Milan – DECALIA & IMGP joint event

Markets. Minds. Milan. DECALIA and iM Global Partner are joining forces in Milan for an exclusive event featuring some of the most insightful and influential voices in asset management. Get direct access to market perspectives and strategies from:Alfredo Piacentini, Sandro Occhilupo, CFA, Fabrizio Quirighetti, Richard Bruce from Trinity Street Asset Management and Ben Pakenham from […]

16th of September in Milan – DECALIA & IMGP joint event

Markets. Minds. Milan. DECALIA and iM Global Partner are joining forces in Milan for an exclusive event featuring some of the most insightful and influential voices in asset management. Get direct access to market perspectives and strategies from:Alfredo Piacentini, Sandro Occhilupo, CFA, Fabrizio Quirighetti, Richard Bruce from Trinity Street Asset Management and Ben Pakenham from […]

16th of September in Milan – DECALIA & IMGP joint event

Markets. Minds. Milan. DECALIA and iM Global Partner are joining forces in Milan for an exclusive event featuring some of the most insightful and influential voices in asset management. Get direct access to market perspectives and strategies from:Alfredo Piacentini, Sandro Occhilupo, CFA, Fabrizio Quirighetti, Richard Bruce from Trinity Street Asset Management and Ben Pakenham from […]