Macro & Markets

Market Flash – The market digests the election of Sanae Takaichi, the first woman to head the Japanese government

On Tuesday, October 21, the election of Sanae Takaichi, the first woman to head the Japanese government, put an end to several weeks of political uncertainty in Japan. Her...

Weekly Radar – Week 39

Large US banks continue to grow LVMH : return to favour ? US EQUITIES Large US banks continue to grow Large US banks have published fairly good quarterly financial...

Weekly Radar – Week 38

US EQUITIES  OPEN AI CONTINUES TO BUILD ITS FORTRESS To create value for its shareholders and customers, a consumer AI company must master four essential building blocks over the...

Market Flash – The French crisis accelerates: Lecornu steps down

On Monday morning, Bruno Retailleau’s Right Wing disapproval of the new governmental team appointed by Sébastien Lecornu accelerated the fall of that government, while...

Weekly Radar – Week 37

HEALTHCARE EQUITIES BOOSTED BY THE PFIZER DEAL? In the United States, large pharmaceutical companies and their suppliers are taking off. US EQUITIES On 31 July 2025, Trump ordered...

Market Flash – The US government shuts down

Republicans and Democrats have failed to agree on a bill to extend funding for the US government beyond the end of the fiscal year...

Weekly Radar – Week 36

USA: the rate cuts journey is set to be bumpy The SNB pauses at 0% Leading indicators of economic activity appear mixed in the Euro Area USA:...

Market Flash – Why civil nuclear power is back in the spotlight?

Last week, the United States and the United Kingdom announced a series of commercial partnerships and investment projects, including a new strategic alliance in...

Weekly Radar – Week 35

The FED stays in “risk management” mode for now, as for investors, the “risk on” mode remains. Also in the USA, the positive economic effects...

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...

Weekly Radar – Week 34

The 3 must-know news stories of the week and our opinion In the USA, the sharp downward revision in job creations over one year is...