Macro
Editorial – September 2024
FED: Hope it's not too late!
It's official: the Fed's first rate cut will take place on September 18th. It's fair to say that Powell left no room for suspense....
Macro
Macro-economic point – September 2024
· USA: No Recession in Sight
· Eurozone: More Accommodative Monetary Policy Deemed Necessary
· China : improvement…
· Japan: Tightening Monetary Policy
Highlight
The Fed's...
Macro
Asset Allocation – September 2024
In the context of asset allocation, we base our analysis on three convictions for the second half of the year:
· The disinflation process...
Macro
L’Edito – Septembre 2024
FED : Pourvu que cela ne soit pas trop tard !
C’est acté, la première baisse des taux de la Fed aura lieu le 18...
Markets
Macro-economic point – July 2024
The global pivot of central banks towards rate cuts will not be complete without the Fed, and, according to recent speeches by FOMC members,...
Macro
Editorial – July 2024, Politics Takes the Lead…
With elections impacting 76 countries and 4.2 billion people, more than 60% of the global GDP, the stakes have never been higher.
When we highlighted...
Macro
Editorial – June 2024
Lowering interest rates: the day after?
The big question of the summer is how policymakers can best define monetary policy.
On numerous occasions, central bankers have...
Macro
Macro-economic point – June 2024
United States: avoiding another wave of inflation
Europe: sustaining growth momentum
Japan: yen's impact on inflation may push BoJ to accelerate
China: two-speed economy
The question of the...
Macro
Weekly Flash : Week 21
Les trois informations de la semaine à ne pas manquer:
A Majority of Americans Wrongly Believe Their Country is in a Recession
The ECB, a Creditor...
Macro
Macro-economic point – May 2024
American disinflation, which has been underway for several months, appears to be slowing down and casting doubt on the Fed's future actions.
The economic recovery...
Macro
Editorial – May 2024
The Fed's Problem, Americans Are Too Rich!
Tweet about X on August 27, 2022
In August 2022, Jerome Powell made it clear: the fight against inflation...
