Macro & Markets
Market Flash – The market digests the election of Sanae Takaichi, the first woman to head the Japanese government
On Tuesday, October 21, the election of Sanae Takaichi, the first woman to head the Japanese government, put an end to several weeks of political uncertainty in Japan. Her...
Macro & Markets
Weekly Radar – Week 39
Large US banks continue to grow
LVMH : return to favour ?
US EQUITIES
Large US banks continue to grow
Large US banks have published fairly good quarterly financial...
Macro & Markets
Weekly Radar – Week 38
US EQUITIES
OPEN AI CONTINUES TO BUILD ITS FORTRESS
To create value for its shareholders and customers, a consumer AI company must master four essential building blocks over the...
Macro & Markets
Market Flash – The French crisis accelerates: Lecornu steps down
On Monday morning, Bruno Retailleau’s Right Wing disapproval of the new governmental team appointed by Sébastien Lecornu accelerated the fall of that government, while...
Macro & Markets
Weekly Radar – Week 37
HEALTHCARE EQUITIES BOOSTED BY THE PFIZER DEAL?
In the United States, large pharmaceutical companies and their suppliers are taking off.
US EQUITIES
On 31 July 2025, Trump ordered...
Macro & Markets
Market Flash – The US government shuts down
Republicans and Democrats have failed to agree on a bill to extend funding for the US government beyond the end of the fiscal year...
Macro & Markets
Weekly Radar – Week 36
USA: the rate cuts journey is set to be bumpy
The SNB pauses at 0%
Leading indicators of economic activity appear mixed in the Euro Area
USA:...
Macro & Markets
Market Flash – Why civil nuclear power is back in the spotlight?
Last week, the United States and the United Kingdom announced a series of commercial partnerships and investment projects, including a new strategic alliance in...
Macro & Markets
Weekly Radar – Week 35
The FED stays in “risk management” mode for now, as for investors, the “risk on” mode remains.
Also in the USA, the positive economic effects...
Focus
Focus – Blue gold: infinite demand for a finite resource
Key Messages
Freshwater, representing less than 1% of the Earth’s water directly usable, is becoming increasingly scarce and thus a strategic asset. Global demand is...
Macro & Markets
Weekly Radar – Week 34
The 3 must-know news stories of the week and our opinion
In the USA, the sharp downward revision in job creations over one year is...
