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 to zero
Chart of the Week: How...
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...
Macro & Markets
Macro-economic Point: March 2025
Written on 28 February 2025
Unstable weather / Geopolitical lull but trade storms
As we wrote last month, the prospect of a peace plan in Ukraine...
Macro & Markets
Weekly Flash – Week 9
The 3 must-know news stories of the week 9
German elections: a less fragmented political situation brings reassurance
The escalation of tariffs continues
Credit and wages: two pieces...
Macro & Markets
Market Flash – German elections: a reassuringly less fragmented political situationMarket Flash –
Germany has elected a new parliament. According to preliminary official results, the conservative CDU/CSU alliance, led by Friedrich Merz, won the election with 28.5%...
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...
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...
