Macro & Markets

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...

Navigating the waves of emotion: The mysteries of investor psychology By Mohamed Touzi, Risk Manager Key messages This article explores the fascinating interface between behavioral finance and risk management....

Does the IRA allow the United States to steal the spotlight from the European Green Deal? By Stanislas Duval de la Guierce, sustainable finance referent Since...

2024: almost the best of all possible worlds... Given what we've been through! Macro Point GDP growth in 2023 is expected to exceed forecasts made a...