A reassuring stance on inflation, for the long term

No shortage of surprises, or volatility ahead.

Are central banks making a notorious policy mistake?

The price to pay for the delay

Will the ECB's hawkishness turn out to be premature?

A (very) weak inflation-growth-response mix

Will the Fed stop fighting inflation "at any cost"?

Can anything go well in the coming months?

Will Europe continue to outperform?

When will the Fed break its cycle?

Bracing for a difficult few months

Facing a fragile market

Is the economy strong enough?

Is the economy strong enough?

Back to a macro dominated world

Will things get worse (before getting better)?

Cautious on the recovery rally

Getting used to volatile markets...

Focusing on the short end

Short covering supports market rally

A tough, but transitional, environment for risky assets

The Fed paradox

Calling for caution

Will value stocks continue to outperform?

Fed, earnings and geopolitics test markets

Central Banks grow increasingly impatient with rates

Embracing the unknown (as we head to herd immunity)

Is the market ready to absorb accelerated tightening?

Time to withdraw the "transitory" term