Macro & Markets
Weekly Flash – Week 15
The 3 must-know news stories of the week and What We Think
Trump's Volteface: Not really…
US–China: Eye for an Eye
Treasuries Basis Trade: A Risk to U.S. Debt?
Chart of the week : ...
Macro & Markets
Weekly Flash – Week 14
The 3 must-know news stories of the week and What We Think :
TRUMP hits hard, very hard
China: the dangerous escalation
Europe: VAT in the...
Macro & Markets
Market Flash – TRUMP hits hard, very hard
Donald Trump announced last night massive tariff increases targeting Europe and Asia, with a 10% tax threshold for all countries exporting to the United...
Macro & Markets
Market Flash – Eurozone: Another Welcome Decline in Services Inflation
The decline in inflation in the eurozone in March mainly reflects a further easing of services inflation.
This publication should reassure the ECB, which is...
Macro & Markets
Editorial: April 2025
You can't understand Trump or Vance without reading or watching Hillbilly Elegy
Like Trump or Musk, JD Vance offers a third face of America in...
Macro & Markets
Weekly Flash : Week 13
The 3 must-know news stories of the week and What We Think
Trump hits hard: automobiles soon to be taxed at 25% in the United...
Macro & Markets
Weekly Flash : Week 12
The 3 must-know news stories of the week and What We Think
Fed tries to reassure without being reassuring
Germany, a "bazooka"?
Swiss National Bank rates close...
Macro & Markets
Market Flash – Draghi Report, the Roadmap for Europe Already Written
In our various analyses and statements, the "Draghi Report" has often been mentioned as a roadmap for the upcoming European plans developed by Ursula...
Macro & Markets
Market Flash – In Germany, a budgetary “bazooka” paves the way for a paradigm shift in Europe
A historic day in the Bundestag. German lawmakers have approved, by a two-thirds majority (513 votes in favor, 207 against), the constitutional reform proposed...
Macro & Markets
Weekly Flash – Week 11
The 3 must-know news stories of the week and What We Think
US: tensions at every level
The IEA again lowers its forecast for oil demand in...
Macro & Markets
Weekly Flash – Week 10
The 3 must-know news stories of the week
A German-style “whatever it takes”: the new coalition ready to ease the debt brake
ECB: and that makes...
