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 (September 30)
As a result, the...
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...
Macro & Markets
Market Flash – Unsurprisingly, the ECB choses to pause in September.
At the September Governing Council meeting, the ECB unsurprisingly kept its key interest rates unchanged (deposit facility rate at 2 %), citing inflation around the...
Macro & Markets
Weekly Flash – Week 33
The 3 must-know news stories of the week and our opinion
August inflation figures and disagreements within the Governing Council confirm that the ECB will...
Macro & Markets
Weekly Flash – Week 32
The 3 must-know news stories of the week and our opinion
J. Powell's pivot in Jackson Hole paves the way for FED Funds rate cuts,...
Macro & Markets
Market Flash – High-risk (lost) gamble for François Bayrou
On Monday, August 25, during a press conference aimed at raising public awareness in France about the urgent need to control the public deficit...
Macro & Markets
Weekly Flash – Week 31
This week's top three news stories and what we think of them
By giving in to American demands, the European Union avoids escalation and momentarily...
