Filtres

Inflation, Purchasing Power, and Affordability — A Market Note

Nowadays, economists and investors spend considerable time tracking inflation, debating purchasing power, and worrying about affordability. These three concepts are deeply connected, frequently confused, and, much like football tactics, widely discussed with varying levels of genuine understanding. In the US, where economic data releases can move markets more reliably than Cagliari Calcio games generate excitement, […]

Inflation, Purchasing Power, and Affordability — A Market Note

Nowadays, economists and investors spend considerable time tracking inflation, debating purchasing power, and worrying about affordability. These three concepts are deeply connected, frequently confused, and, much like football tactics, widely discussed with varying levels of genuine understanding. In the US, where economic data releases can move markets more reliably than Cagliari Calcio games generate excitement, […]

Inflation, Purchasing Power, and Affordability — A Market Note

Nowadays, economists and investors spend considerable time tracking inflation, debating purchasing power, and worrying about affordability. These three concepts are deeply connected, frequently confused, and, much like football tactics, widely discussed with varying levels of genuine understanding. In the US, where economic data releases can move markets more reliably than Cagliari Calcio games generate excitement, […]

Inflation, Purchasing Power, and Affordability — A Market Note

Nowadays, economists and investors spend considerable time tracking inflation, debating purchasing power, and worrying about affordability. These three concepts are deeply connected, frequently confused, and, much like football tactics, widely discussed with varying levels of genuine understanding. In the US, where economic data releases can move markets more reliably than Cagliari Calcio games generate excitement, […]

Inflation, Purchasing Power, and Affordability — A Market Note

Nowadays, economists and investors spend considerable time tracking inflation, debating purchasing power, and worrying about affordability. These three concepts are deeply connected, frequently confused, and, much like football tactics, widely discussed with varying levels of genuine understanding. In the US, where economic data releases can move markets more reliably than Cagliari Calcio games generate excitement, […]

Sécurité, souveraineté & capital: le retour d’une logique de dissuasion globale

Depuis 1945, l’ordre mondial reposait largement sur le droit international, la coopération multilatérale et la dissuasion indirecte assurée par quelques grandes puissances. La conquête territoriale par la force semblait avoir été reléguée au passé et la fin de la guerre froide avait encore davantage nourri l’illusion d’une paix durable. Le paradigme s’est donc inversé. Le […]

Sécurité, souveraineté & capital: le retour d’une logique de dissuasion globale

Depuis 1945, l’ordre mondial reposait largement sur le droit international, la coopération multilatérale et la dissuasion indirecte assurée par quelques grandes puissances. La conquête territoriale par la force semblait avoir été reléguée au passé et la fin de la guerre froide avait encore davantage nourri l’illusion d’une paix durable. Le paradigme s’est donc inversé. Le […]

Sécurité, souveraineté & capital: le retour d’une logique de dissuasion globale

Depuis 1945, l’ordre mondial reposait largement sur le droit international, la coopération multilatérale et la dissuasion indirecte assurée par quelques grandes puissances. La conquête territoriale par la force semblait avoir été reléguée au passé et la fin de la guerre froide avait encore davantage nourri l’illusion d’une paix durable. Le paradigme s’est donc inversé. Le […]

Japan Government Bonds: When the Widow Maker Starts Paying Rent !

For years, betting on Japanese assets felt a bit like supporting Cagliari Calcio: admirable loyalty, questionable timing, and a long history of heartbreak. Perennially overshadowed by bigger, flashier rivals, both Cagliari and the Japan financial markets became symbols of battles few expected to win. The so-called “widow maker” trade (i.e. shorting Japanese bonds in anticipation […]

Japan Government Bonds: When the Widow Maker Starts Paying Rent !

For years, betting on Japanese assets felt a bit like supporting Cagliari Calcio: admirable loyalty, questionable timing, and a long history of heartbreak. Perennially overshadowed by bigger, flashier rivals, both Cagliari and the Japan financial markets became symbols of battles few expected to win. The so-called “widow maker” trade (i.e. shorting Japanese bonds in anticipation […]

Japan Government Bonds: When the Widow Maker Starts Paying Rent !

For years, betting on Japanese assets felt a bit like supporting Cagliari Calcio: admirable loyalty, questionable timing, and a long history of heartbreak. Perennially overshadowed by bigger, flashier rivals, both Cagliari and the Japan financial markets became symbols of battles few expected to win. The so-called “widow maker” trade (i.e. shorting Japanese bonds in anticipation […]