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 reassures, but the sealed trade...

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...

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%,...

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...

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...

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...

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...

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...