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Bonds Central Bank Watch ENG Eurozone Macro Focus ENG

Macro Focus: Why a Pandemic-OMT (POMT) might be triggered sooner than later by the ECB

A Pandemic OMT – P-OMT – might well be the most appropriate solution in the current context – and perhaps the only one that is available, especially if discussions around a common Eurozone fiscal package fail to produce meaningful results – in order to support individual Eurozone member countries, while preserving the overall financial stability of the Eurozone and the autonomy and credibility of the ECB.

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ENG Market focus ENG Markets Oil

Market Focus: Oil market situation and outlook

IEA Monthly Oil Market Report April 2020 : Key takeways and our comments

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ENG Market focus ENG Markets MENA ENG Oil United States

Market Focus: Why there is no end in sight for the oil war

A temporary production reduction agreement under current conditions is not necessarily in the interest of all stakeholders in the global oil industry
This deal will not solve the huge oversupply that is currently still building-up
The oil war is not due to misunderstandings or ego plays but to the intrinsically different strategies and motives of the key players at hand.
For all these reasons, an OPEC ++ coalition cannot not be sustained over time and its impact on oil prices is likely to be marginal and disappointing.

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Market focus ENG Markets Oil Video ENG

Market Focus: Will OPEC++ stabilise the oil market ?

Will a compromise between OPEC (KSA), Russia and the United States stabilise the oil market? Interview on RT.com and further analysis

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Economy ENG G20 / Global

The long view: Apocalypse now? The outlook for the global economy after the Covid-19 pandemic.

Willl the Covid-19 reshape the global economy? What are the most important hotspots and the blindspots revealed by this crisis? We tackle this issue in this article. Beyond the handling of the health crisis and the exceptional support measures designed to ensure that hundreds of millions or even billions of people around the world do not lose their livelihoods overnight, the most worrying concern are the medium- and long-term consequences of the crisis for the global economy.

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ENG Market focus ENG Markets MENA ENG Oil Russia & FSU United States

Market Focus: Is Saudi Arabia’s “oil put” strategy reasonable ?

Alexandre Kateb was interviewed on RT International about Saudi Arabia’s “oil put” strategy following the Kingdom’s decision to flood the market with cheap oil in order to squeeze the other major oil producers.

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ENG Market focus ENG Markets Oil

Market Focus: Oil market situation and outlook

The International Energy Agency, which is the OECD’s Energy watchdog, has just released its Oil Report for March 2020. This release coincides with the worst fallout in oil prices in a single day in decades. This new monthly edition of the IEA’s flagship publication comes amid increasingly gloomy prospects for the world economy, amid a seemingly irrepressible spread of the coronavirus pandemic.

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China Economy ENG United States

The long view: What is the real economic dependence of the United States on China?

In order to better measure the impact of value chains fragmentation, we conducted an “input-output” analysis to highlight the dependence of the US economy on Chinese output, branch by branch.

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ENG Market focus ENG Markets MENA ENG Oil

Market Focus: OPEC+ Meeting in Vienna

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ENG Global Risks Uncategorized

Coronavirus: a simulation on R to understand

The purpose of this article is to present the results of a simple simulation carried out to better explain the R0 parameter that commands the spread of an epidemic such as that of the new Coronavirus Covid-19.