Macro & Markets
Editorial – May 2025 : From New York’s Plaza Hotel to the Mar-a-Lago Club ?
September 22, 1985, New York. In the plush lounges of the Plaza Hotel, five major economic powers sign an agreement that will leave a...
Macro & Markets
Weekly Flash : Week 17
The 3 must-know news stories of the week and What We Think
1. The IMF sounds the alarm
2. The ECB eases its monetary policy
3. The cohesion of OPEC+...
Macro & Markets
Market Flash : Eurozone: ECB in support
The phase of trade uncertainty is weighing on activity prospects, which will prompt the ECB to continue easing its monetary policy.
The growth and inflation...
Macro & Markets
Market Flash : Can Trump fire Jerome Powell?
Donald Trump has recently launched a scathing attack on the monetary policy of the U.S. central bank, suggesting that his administration might consider firing...
Macro & Markets
Weekly Flash – Week 15
The 3 must-know news stories of the week and What We Think
Trump's Volteface: Not really…
US–China: Eye for an Eye
Treasuries Basis Trade: A Risk to...
Macro & Markets
Weekly Flash – Week 14
The 3 must-know news stories of the week and What We Think :
TRUMP hits hard, very hard
China: the dangerous escalation
Europe: VAT in the...
Macro & Markets
Market Flash – TRUMP hits hard, very hard
Donald Trump announced last night massive tariff increases targeting Europe and Asia, with a 10% tax threshold for all countries exporting to the United...
Macro & Markets
Market Flash – Eurozone: Another Welcome Decline in Services Inflation
The decline in inflation in the eurozone in March mainly reflects a further easing of services inflation.
This publication should reassure the ECB, which is...
