Macro & Markets
Weekly Flash : Week 39
The 3 must-know news stories of the week
1. Big debate at the ECB
2. Finally, a Chinese stimulus plan
3. Saudi Arabia: a strategic U-turn on...
Macro & Markets
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...
Macro & Markets
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 & Markets
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 & Markets
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...
Macro & Markets
Weekly Flash : week 31
The Fed is Almost Ready
Japan: The BoJ Surprises by Announcing a New Rate Hike in Addition to its Asset Purchase Reduction Plan
China Faces Persistent...
Macro & Markets
Market Flash : Yen + US Unemployment: A Short-Term Explosive Cocktail for Global Risk Assets
With the drop in stocks and bond yields, fears of a recession have resurfaced. Investors are worried and anxious, wondering if the U.S. economy...
Macro & 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...