Macro & Markets
Market Flash: Towards a Cautious Approach by the Fed on Rates?
The significant rebound in U.S. employment suggests that the Federal Reserve could slow the pace of interest rate cuts after an aggressive start to...
Macro & Markets
Weekly Flash : week 40
1. In the Eurozone, voices in favor of a rate cut in October are multiplying.
2. US Presidential Elections: Final debate.
3. Iranian strikes on Israel: Oil prices soar,...
Macro & Markets
Editorial – October 2024
THE FED'S GAMBLE
The Federal Reserve made up for lost time by cutting rates for the first time by 50 basis points, justifying this move...
Macro & Markets
Macro-Economic Point – October 2024
The Fed's rate cuts bring relief to everyone. Indeed, the U.S. economy remained robust compared to its neighbors in less favorable situations. A deliberately...
Macro & Markets
Asset Allocation – October 2024
We are making a few adjustments in terms of asset allocation, taking into account the latest developments in monetary policy (see Macro economic Point)...
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...


