Macro & Markets

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...

Key Messages Rare and critical metals are the raw materials necessary for the development of digital technologies and the energy transition. These resources, such as...

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...

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...