Macro & Markets
Market Flash : The Economic Repercussions of a Second Trump Term on the Eurozone
With the increasing probability of a second term for Donald Trump, prediction markets are already anticipating the potential repercussions for the Eurozone economy. A...
Macro & Markets
Weekly flash : week 26
FED: an almost certain rate cut in September
French legislative elections: The least bad scenario
Chinese inflation is not reassuring
FED: an almost certain rate cut in...
Macro & Markets
Market Flash: Elections – The Least Worst Scenario for Now
No party or coalition has managed to secure an absolute majority in the National Assembly (289 seats out of 577).
The surprise is real with...
Macro & Markets
Weekly Flash : semaine 26
The 3 must-know news stories of the week:
Joe Biden under pressure from his own party
Powell: The US economy is too strong to justify such...
Macro & Markets
Flash marché : La prudence reste de mise sur les actions françaises au lendemain du 1er tour des législatives
Le RN et le NFP sont arrivés en tête du 1er tour et verront leurs effectifs croître au Parlement français. La configuration politique de...
Macro & Markets
Allocation – July 2024
We base our analysis on two convictions:
The disinflation process will resume in the second half of the year, driven by a slowdown in U.S....
Macro & Markets
Macro-economic point – July 2024
The global pivot of central banks towards rate cuts will not be complete without the Fed, and, according to recent speeches by FOMC members,...
Macro & Markets
Weekly flash : Week 24
The 3 must-know news stories of the week:
Excessive public deficit procedures against 7 EU countries
British Conservatives on the verge of total eradication in the...
