Macro & Markets
Weekly Flash : Week 7
The 3 must-know news stories of the week
"If they impose a tariff or a tax on us, we impose exactly the same level of tariff or tax on them.It’s...
Macro & Markets
Editorial – February 2025
DeepSeek and the Jevons' paradox
DeepSeek, a Chinese generative AI, has been shaking up the artificial intelligence market since its launch on January 27, 2025....
Macro & Markets
Macro-economic Point : February 2025
EQUITIES: MORE SHORT-TERM GEOGRAPHICAL PREFERENCE
In the short term, we are narrowing the gap in our opinion between the European and US markets. We no...
Macro & Markets
Weekly Flash – Week 6
The 3 must-know news stories of the week
1. A Peace Plan for Ukraine?
2. EUROPE: Towards a Sharp Slowdown in Wages in 2025.
3. The BOE Changes Its Tone.
Chart...
Macro & Markets
Weekly Flash – Week 5
The 3 must-know news stories of the week
1. Fed’s Message: No Rush
2. ECB: “The Disinflation Process Is Well on Track”
3. DeepSeek: A Wave of Panic?
Chart of the...
Macro & Markets
Market Flash – Tonight is FED Day !
All eyes are on the Fed as the FOMC meeting concludes this evening. The U.S. central bank will convene but is expected to hold...
Macro & Markets
Weekly Flash : Week 4
The 3 must-know news stories of the week
1. Donald Trump becomes the 47th President of the United States: Priority given to national sovereignty
2. $500 billion in...
Macro & Markets
Market Flash – Trump D-Day
Today, Donald Trump will officially be inaugurated as the 47th President of the United States. A decisive turning point for American politics and the...
Macro & Markets
Weekly Flash : Week 3
The 3 must-know news stories of the week
1. China: Growth Target Achieved
2. US Inflation: Good News Awaiting Fed Confirmation
3. US Banks Operating at Full Capacity
Chart of the...
Macro & Markets
Market Flash – In the Eurozone, is the decrease in inflation in 2025 truly justified?
While justified doubts persist in the United States, many investors are questioning whether, in the Eurozone, inflation's ability to sustainably return to target levels...
Macro & Markets
Editorial – January 2025
A Dependent ECB Following the Fed
During the latest ECB meetings, members expressed greater concern over the dynamics of economic activity than over inflation trends....
