Macro
Editorial – September 2024
FED: Hope it's not too late!
It's official: the Fed's first rate cut will take place on September 18th. It's fair to say that Powell left no room for suspense....
Macro
Macro-economic point – September 2024
· USA: No Recession in Sight
· Eurozone: More Accommodative Monetary Policy Deemed Necessary
· China : improvement…
· Japan: Tightening Monetary Policy
Highlight
The Fed's...
Macro
Asset Allocation – September 2024
In the context of asset allocation, we base our analysis on three convictions for the second half of the year:
· The disinflation process...
Macro
L’Edito – Septembre 2024
FED : Pourvu que cela ne soit pas trop tard !
C’est acté, la première baisse des taux de la Fed aura lieu le 18...
Markets
Weekly Flash : week 30
Biden withdraws from the 2024 presidential race to "save democracy"
The Chinese central bank lowered its key interest rates this morning for the first time...
Markets
Market Flash : The Yen should finally continue to strengthen with the support of the BoJ
The sharp depreciation of the Yen in recent months, significant wage increases in small businesses, and the persistence of underlying inflation suggest that there...
Markets
Weekly flash : semaine 29
The European Central Bank maintains Its main interest rate at 3.75%
Semiconductor Stocks Drop After Trump’s Comments and Rumors of Trade Restrictions with China
Renewed Confidence...
Markets
Market Flash : FED – On Track for a Rate Cut in September
The American economic activity continues to slow down. The Fed's Beige Book, which presents the economic evolution in the 12 districts of the regional Feds,...
Markets
Market Flash : The Economic Repercussions of a Second Trump Term on the Eurozone
With the increasing probability of a second term for Donald Trump, prediction markets are already anticipating the potential repercussions for the Eurozone economy. A...
Markets
Weekly flash : week 26
FED: an almost certain rate cut in September
French legislative elections: The least bad scenario
Chinese inflation is not reassuring
FED: an almost certain rate cut in...
Markets
Market Flash: Elections – The Least Worst Scenario for Now
No party or coalition has managed to secure an absolute majority in the National Assembly (289 seats out of 577).
The surprise is real with...
