The first half of last year saw one of the fastest periods of economic recovery on record. This solid acceleration was further supported by the release of savings, fiscal support from governments, looser monetary policies from central banks, and less aggressive socio-economic restrictions than those experienced during the first wave of contagion.
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A change of tack in monetary policy
In the wake of the pandemic, central banks set to work to address issues such as inflation—now at unprecedented levels—highlighting the importance of the energy crisis and supply problems in shaping price levels.
What does the rise in euro area bond yields mean for the economy?
Rising yields are the natural result of the change in expectations about monetary policy and inflation we’re witnessing.
What is the future of the Nasdaq after last week correction?
Many of the high-flying companies that did so well in 2021 (and that have sharply reversed course thus far in 2022) were the favorites of the Robinhood crowd.
The markets keep an eye on diplomatic crisis
The Fed put refers to the Federal Reserve taking action to support the market in times of rising risks and volatility.
Geopolitical tension in Ukraine raises global risks
Pandemic control, the sovereign power of the major powers, and the energy crisis, among other events, have remained on the main economic agendas.
Bond yields: a sign of changing expectations
Debt markets appear to have started the year with returns not seen since before the pandemic. According to Alberto Matellán, chief economist at MAPFRE Inversión, all this is the result of a change in expectations.
Factors that point to a moderate, fragile recovery in 2022
In 2022, the economic recovery that started last year will continue, while global GDP will return to pre-pandemic levels. However, as we started to observe in H2 2021, the trend will be moderate, uneven and fragile.
The market isn't ready for the central banks to raise rates
At the end of 2021, analysts started to predict that the inflation trend would be more than transitory. These fears have fueled rumors that the central banks.
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