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...

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-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...

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...

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...

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...

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...

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...