Macro & Markets

Market Flash : The ECB is about to adjust its key interest rates, a long-anticipated but closely watched shift

This afternoon, the European Central Bank (ECB) is expected to lower its three key interest rates by 25 basis points, reducing the deposit facility...

Weekly Flash : week 41

1.    U.S. Inflation: The Rate Cut Could Be More Moderate Than Expected 2.    China: After the Stimulus Announcements, Implementation Details Under Scrutiny 3.    Geopolitical Tensions Impact Oil 4.    Chart of the...

Market Flash: Towards a Cautious Approach by the Fed on Rates?

The significant rebound in U.S. employment suggests that the Federal Reserve could slow the pace of interest rate cuts after an aggressive start to...

Weekly Flash : week 40

1.    In the Eurozone, voices in favor of a rate cut in October are multiplying. 2.    US Presidential Elections: Final debate. 3.    Iranian strikes on Israel: Oil prices soar,...

Editorial – October 2024

THE FED'S GAMBLE The Federal Reserve made up for lost time by cutting rates for the first time by 50 basis points, justifying this move...

Macro-Economic Point – October 2024

The Fed's rate cuts bring relief to everyone. Indeed, the U.S. economy remained robust compared to its neighbors in less favorable situations. A deliberately...

Asset Allocation – October 2024

We are making a few adjustments in terms of asset allocation, taking into account the latest developments in monetary policy (see Macro economic Point)...

Weekly Flash : Week 39

The 3 must-know news stories of the week 1. Big debate at the ECB 2. Finally, a Chinese stimulus plan 3. Saudi Arabia: a strategic U-turn on...