Macro & Markets

Small caps have never been so disliked! Small-cap stocks now account for less than 4% of the entire U.S. stock market, representing the same...

1.    U.S. Inflation Accelerates, Driven by Housing and Service Prices 2.    The Next German Coalition in Support of Growth 3.    In Japan, Inflationary Pressures Intensify. 4.    Chart of the Week: The...

Financial markets have widely welcomed the Republican victory in the United States, with a strong increase in stock indices, sovereign yields, and the dollar,...

Donald Trump won the White House with 51% of the popular vote, marking a major achievement for a party that often struggles to secure...

Despite significant uncertainty surrounding both the outcomes of the U.S. elections and the behavior of assets in the aftermath, we aimed to evaluate the...

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...

·  USA: No Recession in Sight ·  Eurozone: More Accommodative Monetary Policy Deemed Necessary ·  China : improvement… ·  Japan: Tightening Monetary Policy Highlight The Fed's...

In the context of asset allocation, we base our analysis on three convictions for the second half of the year: ·  The disinflation process...