Macro & Markets

Weekly Flash

The 3 must-know news stories of the week and What We Think US job market: a gradual slowdown without immediate tension US budget: Trump pushes through his “Big Beautiful Bill” Eurozone inflation:...

Market Flash : Against all odds, Powell stays the course

While two Fed governors, Christopher Waller and Michelle Bowman, had recently expressed support for a cut in interest rates, the chairman of the U.S....

Market Flash : Markets and Oil

Oil Context in Iran: Currently, Iran produces approximately 3.3 to 3.4 million barrels per day of crude oil. (According to OPEC, Iranian production stood...

Macro-economic point: June 2025

JULY WILL PROVIDE ANSWERS It's hard to say whether trade tensions will be contained in the second half of the year, but by then negotiations...

Weekly Flash – Week 23

The 3 must-know news stories of the week and What We Think : ECB: And That's Eight China: Time for Negotiations US: Tariff Effects Begin to Show Chart...

Market Flash : Section 899: From Trade War to Capital War?

A new U.S. tax provision included in the budget law "One Big Beautiful Bill Act," passed by the House of Representatives, could have significant...

Weekly Flash : Week 22

The 3 must-know news stories of the week and What We Think Inflation Not Yet Affected by Tariffs. The Euro: An Alternative to the Dollar? Oil Price...

Weekly Flash : Week 21

The 3 must-know news stories of the week and What We Think European activity still hampered by economic uncertainties. Japanese yields soar. Trump: A narrow victory in...

Weekly Flash : Week 20

The 3 must-know news stories of the week and What We Think 1.    Japan in a mixed light. 2.    A mixed U.S. economy 3.       United States and China: trade truce Chart...

Weekly Flash – Week 19

The 3 must-know news stories of the week and What We Think : Powell turns a deaf ear to Trump's injunctions Oil: OPEC+ reignites the battle...

Market Flash : Dollar : A Will to Weaken the Currency?

Donald Trump’s policy relies on accelerated reindustrialization driven by the trade war and, secondly, by the weakening of the dollar. Since Donald Trump’s return...