Macro & Markets
Weekly Flash : week 50
1. ECB: Further Rate Cuts Well Underway
2. SNB: Approaching Zero Rates
3. China: Awaiting Commitment to Greater Support
4. Chart of the Week: Since 1960, the S&P 500 has shown a...
Macro & Markets
Asset Allocation – December 2024
The year 2024 was marked by exacerbated political instability. Most elections (whether planned or not) led to changes in majorities (USA, France, UK, Mexico)...
Macro & Markets
Market Flash – Swiss National Bank : This Time It Will Be 50 bps
The SNB has reduced its key interest rate by 50 basis points to 0.5%, with the rate on excess sight deposits lowered to 0%,...
Macro & Markets
Spanish debt: The Revenge of a PIGS
The Spanish economy has outperformed most others since 2022 in terms of real economic output. Spain's short-term growth prospects are relatively favorable. The Bank...
Macro & Markets
Weekly Flash : week 49
1. The Fed does not need to rush, according to J. Powell
2. Chinese support measures continue to bear fruit
3. France: The motion of censure is adopted
4. ...
Macro & Markets
Market Flash – France : The motion of no confidence is adopted.
Only one precedent: October 5, 1962, to bring down the Pompidou government. In 1962, as in 2024, the censure was foreseen. The markets have...
Macro & Markets
Editorial – December 2024
Is TRUMP really so inflationary for Americans ?
One of the most striking economic aspects of Trump's reelection remains his potential impact on inflation. The...
Macro & Markets
Macro-economic point – December 2024
If the wars have continued and intensified in Ukraine and the Middle East, Donald Trump’s victory in the U.S. presidential election has resolved a...
Macro & Markets
Weekly Flash : week 48
Markets Alarmed by French Debt
A U.S. Treasury Secretary to Implement Trumponomics
Eurozone: A Decline in Consumer and Business Confidence
Chart of the Week: U.S. Budget Deficit...
Macro & Markets
Weekly Flash : week 47
1. Nvidia announced on Wednesday the weakest revenue growth in seven quarters, yet it still exceeded analysts' expectations.
2. Wages in the Eurozone accelerated significantly in the...
Macro & Markets
Market Flash – Small Caps US: Now or Never !
Small caps have never been so disliked! Small-cap stocks now account for less than 4% of the entire U.S. stock market, representing the same...
