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 to the presidency, the dollar...
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...
Macro & Markets
Market Flash – TRUMP hits hard, very hard
Donald Trump announced last night massive tariff increases targeting Europe and Asia, with a 10% tax threshold for all countries exporting to the United...
Macro & Markets
Market Flash – Eurozone: Another Welcome Decline in Services Inflation
The decline in inflation in the eurozone in March mainly reflects a further easing of services inflation.
This publication should reassure the ECB, which is...
Macro & Markets
Editorial: April 2025
You can't understand Trump or Vance without reading or watching Hillbilly Elegy
Like Trump or Musk, JD Vance offers a third face of America in...
