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Charles-Henry Monchau
French Debt: The Next Big Risk for European Markets? By Charles-Henry Monchau - Sep 30, 2024

Between France’s increasing yields and the UK’s colossal debt-to-GDP ratio, Europe is facing difficulties financing itself. Meanwhile, SNB head bows out with a last rate cut and China unveils its...

Charles-Henry Monchau
7 Reforms to Watch in Kamala Harris’ Economic Blueprint By Charles-Henry Monchau - Sep 27, 2024

With the US presidential elections just a few weeks away, we take a look at the economic and social program of the Democratic candidate for the White House. Following the interest rate cut announced...

Michael Ashton
Why Aren’t Home Prices Falling?   By Michael Ashton - Sep 24, 2024

From time to time, I like to point out errors that we make because we think in nominal space, or because we had 25 years of inflation being so low that we didn’t have to think about it very much. I...

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