Macro & Markets
Weekly Flash : Week 21
The 3 must-know news stories of the week and What We Think
European activity still hampered by economic uncertainties.
Japanese yields soar.
Trump: A narrow victory in the House of Representatives.
Chart of...
Macro & Markets
Weekly Flash : Week 20
The 3 must-know news stories of the week and What We Think
1. Japan in a mixed light.
2. A mixed U.S. economy
3. United States and China: trade truce
Chart...
Macro & Markets
Weekly Flash – Week 19
The 3 must-know news stories of the week and What We Think :
Powell turns a deaf ear to Trump's injunctions
Oil: OPEC+ reignites the battle...
Markets
Market Flash : Dollar : A Will to Weaken the Currency?
Donald Trump’s policy relies on accelerated reindustrialization driven by the trade war and, secondly, by the weakening of the dollar. Since Donald Trump’s return...
Macro & Markets
Market Flash – OPEC+ wants to regain market share
The OPEC+ member countries announced on Saturday, May 3, an additional increase in their oil production, amounting to 0.4 million barrels per day (Mb/d)...
Macro & Markets
Editorial – May 2025 : From New York’s Plaza Hotel to the Mar-a-Lago Club ?
September 22, 1985, New York. In the plush lounges of the Plaza Hotel, five major economic powers sign an agreement that will leave a...
Macro & Markets
Weekly Flash : Week 17
The 3 must-know news stories of the week and What We Think
1. The IMF sounds the alarm
2. The ECB eases its monetary policy
3. The cohesion of OPEC+...
Macro & Markets
Market Flash : Eurozone: ECB in support
The phase of trade uncertainty is weighing on activity prospects, which will prompt the ECB to continue easing its monetary policy.
The growth and inflation...
Macro & Markets
Market Flash : Can Trump fire Jerome Powell?
Donald Trump has recently launched a scathing attack on the monetary policy of the U.S. central bank, suggesting that his administration might consider firing...
Macro & Markets
Weekly Flash – Week 15
The 3 must-know news stories of the week and What We Think
Trump's Volteface: Not really…
US–China: Eye for an Eye
Treasuries Basis Trade: A Risk to...
Macro & Markets
Weekly Flash – Week 14
The 3 must-know news stories of the week and What We Think :
TRUMP hits hard, very hard
China: the dangerous escalation
Europe: VAT in the...
