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Bonds Economy ENG European Union Eurozone Macro Analysis Sovereign Bonds

Macro focus: The Italian conundrum and the way forward

Habemus Governum. It took months to reach an agreement between the competing “anti-system” parties that have emerged from the last Italian general elections, the M5S and the Lega, and to get the approval stamp of the President of the Republic, Sergio Mattarella, on the proposed Cabinet members, which was effectively achieved after a reshuffle of the […]

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Business & Geopolitics Business Intelligence China Economy ENG Other G20 / Global United States

The long view: the legacy of the financial crisis, trade wars, and the future of globalization

Keynote speech pronounced at the AJ NEWS Asia Pacific Financial Forum in Seoul, Republic of Korea, March 2018. The recent plan announced by US President Donald Trump, to increase tariffs on a broad range of Chinese products exported to the United States,  for up to USD 60 billion, and the counterveiling measures announced by Beijing, […]

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Business & Geopolitics Business Intelligence China Economy ENG Global Risks United States

Donald Trump and global order: disruption or continuity?

The picture is reassuring. The Ministers of Finance of the twenty largest economies in the world, together with the Managing Director of the IMF, display a perfunctory smile. But despite this reassuring impression, the G20 Finance Ministers meeting that was held in Baden Baden, in Germany, marks the end of an era. It signals a […]

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Economy ENG European Union

Europe : the enduringly nonexistent power

It is one of the most interesting paradoxes of our world. The European Union has a population of almost half a billion inhabitants, spanned across more than two dozens of distinct political constituencies, and it boasts the largest economy and consumption market in the world. Yet it is entirely devoid of any true state-like sovereignty. […]

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China ENG Other G20 / Global Video ENG

Interview on France 24 about the BRICS summit in Durban

I was interviewed by France 24 Business Bulletin about the BRICS summit in Durban and about what the BRICS countries were trying to achieve

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Africa Business Intelligence China Economy ENG Video ENG

China in Africa : the France 24 Debate.

    Why the backlash against Beijing? François Picard’s panel pays close attention to the terms and conditions attached to the $20bn in loans pledged by China’s new president to Africa, and to the true pros and cons of a China-Africa relationship that continues to grow. Solange GUO CHATELARD. Associate at the Max Planck Institute […]

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China ENG Other G20 / Global United States

The West and the Rest in a multipolar world

The liberal world order that was shaped by the United States and its allies half  a century ago is not necessarily doomed by the advent of multipolarity. I explain why in this article.

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Economy ENG Eurozone Video ENG

Interview on Dukascopy on the economic situation in the euro zone and the outlook for the major currencies

Interview of Alexandre Kateb on Dukascopy on the economic situation in the euro zone and the outlook for the major currencies

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ENG Other G20 / Global

Beyond the G-Zero world

This article has been published in The Huffington Post at the following url Political analyst Ian Bremmer hit the news after coining a year ago with economist Nouriel Roubini what they together called a “G-zero world“, i.e. a world in which no single country, however big and powerful it is, can set the global agenda […]

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Currencies Economy ENG Eurozone Japan United States Video ENG

Interview on the situation in the euro zone and the outlook for the major currencies

Interview on the situation in the euro zone and the outlook for the major currencies