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 halt interest rate cuts, at...
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 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...
Macro & Markets
Weekly Flash – Week 30
The Japan-US trade deal, more favorable than initially anticipated, paves the way for the Yen to keep on appreciating, but this may be a...
Macro & Markets
Market Flash – « I wish you all a nice wait-and-see holiday » : today’s Governing Council did not surprise, the ECB left key rates unchanged.
At its July Governing Council, the ECB unsurprisingly kept its three key interest rates unchanged (deposit facility rate, main monetary policy rate at 2%,...
Macro & Markets
Weekly Flash – Week 29
The 3 must-know news stories of the week and our opinion
Tariffs are just beginning to bite in the United States, but without any significant...
Macro & Markets
Market Flash – Tariffs are just beginning to bite in the United States, but without any significant impact on the markets.
Two key inflation indicators were on the menu of US statistical releases this week: the Consumer Price Index (CPI) and the Producer Price Index...
Macro & Markets
Weekly Flash – Week 28
The 3 must-know news stories of the week and our opinion
Trade war: tensions loom as first 90-day moratorium expires.
Oil prices rebound despite OPEC+'s new...
Macro & Markets
Weekly Flash – Week 27
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...
