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...
Markets
Market flash: French equities remain cautious in the wake of the 1st round of legislative elections
The RN and the NFP came out on top in the first round and will see their numbers grow in the French Parliament. The...
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....
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
Editorial – July 2024, Politics Takes the Lead…
With elections impacting 76 countries and 4.2 billion people, more than 60% of the global GDP, the stakes have never been higher.
When we highlighted...
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...
Markets
Weekly flash : week 23
The 3 must-know news stories of the week:
The Fed is not rushing
Return of European political risk?
Chinese inflation still struggling...
The Fed is not rushing
The Fed...
Markets
Flash market – The Fed is not rushing
The Fed meeting resulted in a status quo. The surprise could appear hawkish for the dot plot with a median projection of only one cut...
