YouTube video by Lombard Odier
Tariffs and tailwinds: how to invest in H2 2025
Tariffs and tailwinds: how to invest in H2 2025.
Trade deals have brought some relief, but the bulk of the tariff burden is still ahead of us.
Discover how we invest at a time of profound transition.
youtu.be/YdtUPDY0rsA?...
27.08.2025 08:51 β π 1 π 0 π¬ 0 π 0
YouTube video by Lombard Odier
Investing as US slowdown, European awakening, reshuffle the outlook.
Until recently US exceptionalism drove markets β whatβs next?
Discover our investment strategy in this new video.
Investing as US slowdown, European awakening, reshuffle the outlook. youtu.be/tRmrLcoo4qw?... via
@YouTube
01.07.2025 06:57 β π 1 π 0 π¬ 0 π 0
YouTube video by Lombard Odier
Steering portfolios through a new world (dis)order
Here is our new investment strategy video update.
We still see further gains ahead for stock markets, but portfolio exposures need to meet the constraints of short-term uncertainties.
Steering portfolios through a new world (dis)order youtu.be/fdwmal15yNk?... via @YouTube
26.03.2025 08:54 β π 1 π 0 π¬ 0 π 0
YouTube video by Lombard Odier
2025 will be a high octane diet for portfolios
How should investors position portfolios for 2025?
Here is our new clip.
youtu.be/KYzUjV_b8oc?...
11.12.2024 14:05 β π 0 π 0 π¬ 0 π 0
Spreads versus Yields
Divided parliament is unusual in the case of France but not unusual for markets.
There are some major differences to previous debt stress episodes: spread widening is not triggering a rise in French yields. In the case of France, yields are falling, despite spreads rising.
04.12.2024 08:32 β π 0 π 0 π¬ 0 π 0
Lombard Odierβs Chaar on French Budget Crisis
Thanks to Bloomberg TV - Middle East daybreak for having me on the show this morning to talk about France.
Chaar: France Budget Is a Political Crisis Not a Market Crisis
www.bloomberg.com/news/videos/...
03.12.2024 08:34 β π 0 π 0 π¬ 0 π 0
How will a changing economic backdrop affect investment opportunities in 2024?
Discover our investment outlook.
Outlook 2024: Narrow path to a soft landing youtu.be/_Syk8OZoPJg?... via @YouTube
06.12.2023 10:57 β π 0 π 0 π¬ 0 π 0
A great debate here between @justinwolfers.bsky.social & B. Wolf on the gap in economic performance between the US & the Euro area.
US authorities should be praised for supporting growth, while Europe is always on the shy side, but this growth gap required considerable excess resources by the US.
20.10.2023 12:46 β π 1 π 0 π¬ 0 π 0
Discussion on Bloomberg Daybreak MEA on current tragic sets of events. Trying to stick it to macro, and only macro, the impact could be contained depending on 1/ does the conflict broaden? and 2/ what happens to oil production ?
We Don't Expect Retaliatory Oil Cuts www.bloomberg.com/news/videos/...
18.10.2023 06:29 β π 0 π 0 π¬ 0 π 0
Here is the link!
Samy Chaar: We Don't Expect Retaliatory Oil Cuts www.bloomberg.com/news/videos/...
17.10.2023 15:40 β π 0 π 0 π¬ 0 π 0
How are higher-for-longer interest rates and new risks to global growth shaping the investment landscape?
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Discover our Q4 2023 investment strategy in this new video.
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youtu.be/QNFCaRZ69Zc?...
11.10.2023 11:05 β π 3 π 0 π¬ 1 π 0
Illuminating the debate through data-driven research #inequalitydataβ¨
Hosting the World Inequality Databaseπ https://wid.world/
https://inequalitylab.world/en/
Professor at EHESS & PSE
Co-Director, World Inequality Lab
inequalitylab.world | WID.world
http://piketty.pse.ens.fr/
Senior Director of Federal Budget Policy for the Center for American Progress doing budget, tax, and econ.
Formerly: Biden OMB, Biden Transition Team, Senate Budget Committee (Murray and Sanders).
CBO and OMBβs biggest fan! Personal account.
Mama. Chief China Correspondent at The Wall Street Journal. Co-author of Superpower Showdown. Author of award-winning βWSJ Chinaβ newsletter.
Economist at Employ America | Kasia Niewiadoma Fanboy | Bird Liker
Seattle, WA
Senior Fellow @npwf.bsky.social. Formerly CLASP, CAP, NWLC. Go Blue. High-altitude hiker living in the Land of Enchantment. She/her.
Now: Principal Economist @rooseveltinstitute.org & Roosevelt Forward. Then: @equitablegrowth |@JECDems | @amprog | @RFF | @UCSDecon | @BrookingsEcon.
This = me+Ξ²(no_sleep)+Ξ΅
Glassdoor Chief Economist
glassdoor.com/research
I post charts about the job market and workplace trends
Formerly known as @DanielBZhao on Twitter
Maryland born & raised, now in NYC
Economist, bike commuter, ultimate frisbee player. Studying wages, jobs, and economic inequality. Striving to be part of the solution.
https://www.epi.org/people/elise-gould/
Commodities Strategist based in Copenhagen
Professor & Pictet Chair @GVAGrad, VP @cepr_org & Director ICMB. Before @UNCTAD @the_IDB @AUB_Lebanon @unito 2 daughters. FVCG β·π Twitter handle @upanizza
www.upanizza.com
Construction Economic Analyst/Author, 30yr construction cost estimating/system developer, past runner, dogdad, granddad. PSU. Teach astronomy. Speaker. Construction Analytics Blog http://edzarenski.com
Eurozone economist @OxfordEconomics
Economics alum @UniversityofGlasgow @UCL
Views & typos mine (who else's?)
Columnist, Reuters Breakingviews, Berlin.
Data journalist @ The Economist Newspaper.
Covering everything under the sun, but now with a British focus.
Chief Economist, Comerica Bank. Opinions & investment advice are specifically for Aunt Sharon, not you. Failed baritone, lapsed UU, peaked in high school, here for finsky and lols
US government bond trader since '93 with the usual stints along the way at primary dealers and HFs. Now on my own. Pseudonym
Economist, University of Cambridge + Homerton College. I study how households make their housing and investment decisions. Boatie.
Previously at Univ of TΓΌbingen, Universidad de Monterrey, ZEW Mannheim π¬π§ π«π· π²π½
https://sites.google.com/view/carolinhoeltken
Economic history & macro | monetary policy @OeNB | CEPR and SUERF research affiliate | RT/Like β endorsement | All views my own.
https://kilianrieder.com/
Economics writer. Author.
Expect history, economics, finance and other stuff.
Wrote Two Hundred Years of Muddling Through.
Blood and Treasure, on the economics of war, out now.
