Markets
Weekly Flash : week 30
Biden withdraws from the 2024 presidential race to "save democracy"
The Chinese central bank lowered its key interest rates this morning for the first time since February
Doubt grows even more...
Markets
Market Flash : The Yen should finally continue to strengthen with the support of the BoJ
The sharp depreciation of the Yen in recent months, significant wage increases in small businesses, and the persistence of underlying inflation suggest that there...
Markets
Weekly flash : semaine 29
The European Central Bank maintains Its main interest rate at 3.75%
Semiconductor Stocks Drop After Trump’s Comments and Rumors of Trade Restrictions with China
Renewed Confidence...
Markets
Market Flash : FED – On Track for a Rate Cut in September
The American economic activity continues to slow down. The Fed's Beige Book, which presents the economic evolution in the 12 districts of the regional Feds,...
Markets
Market Flash : The Economic Repercussions of a Second Trump Term on the Eurozone
With the increasing probability of a second term for Donald Trump, prediction markets are already anticipating the potential repercussions for the Eurozone economy. A...
Markets
Weekly flash : week 26
FED: an almost certain rate cut in September
French legislative elections: The least bad scenario
Chinese inflation is not reassuring
FED: an almost certain rate cut in...
Markets
Market Flash: Elections – The Least Worst Scenario for Now
No party or coalition has managed to secure an absolute majority in the National Assembly (289 seats out of 577).
The surprise is real with...
Markets
Weekly Flash : semaine 26
The 3 must-know news stories of the week:
Joe Biden under pressure from his own party
Powell: The US economy is too strong to justify such...
Markets
Market flash: French equities remain cautious in the wake of the 1st round of legislative elections
The RN and the NFP came out on top in the first round and will see their numbers grow in the French Parliament. The...
Markets
Allocation – July 2024
We base our analysis on two convictions:
The disinflation process will resume in the second half of the year, driven by a slowdown in U.S....
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,...