Macro
Monthly review – April 2024
Editorial : Bubble or not bubble? That is the question...
Financial bubbles in stock markets are fascinating phenomena that capture investors' attention. Defined as a...
Macro
Monthly review – March 2024
China and the New World Disorder: Economic Stakes and Strategic Alliances
Macro Point
National People's Congress 2024
Source : X
In a world marked by increasing economic uncertainties...
Macro
Monthly review – January 2024
2024 : a soft economic landing
Macro Point
In 2023, GDP growth exceeded expectations, while core inflation fell from 6% in 2022 to 3%...
Macro
Monthly review – December 2023
2024: almost the best of all possible worlds... Given what we've been through!
Macro Point
GDP growth in 2023 is expected to exceed forecasts made a...
Macro
Monthly Review – November 2023
In the beginning was the American Rescue Plan Act of 2021
Macro Point
Inflation has been a major economic concern in recent years. Initially seen as...
Macro
Monthly review – October 2023
Global debt resumes upward trend
By Alexandre Hezez, Group Strategist
Macro point
Tweet from the Institute of International Finance
Source : X (ex twitter)
Although a significant reduction in...
Macro
Monthly Review – July 2023
Question for the vacations: Inflation target, why 2% and not 3%?
By Alexandre Hezez, Group Strategist
Editorial
Inflation seems to be under control, but we are witnessing a...
Macro
Monthly Review – June 2023
The world's safest asset is no longer...
By Alexandre Hezez, Group Strategist
Editorial
The U.S. President returned from the G7 summit in Japan ahead of schedule in order...
