Macro & Markets

Editorial: April 2025

You can't understand Trump or Vance without reading or watching Hillbilly Elegy Like Trump or Musk, JD Vance offers a third face of America in...

Weekly Flash : Week 13

The 3 must-know news stories of the week and What We Think Trump hits hard: automobiles soon to be taxed at 25% in the United...

Weekly Flash : Week 12

The 3 must-know news stories of the week and What We Think  Fed tries to reassure without being reassuring Germany, a "bazooka"? Swiss National Bank rates close...

Market Flash – Draghi Report, the Roadmap for Europe Already Written

In our various analyses and statements, the "Draghi Report" has often been mentioned as a roadmap for the upcoming European plans developed by Ursula...

Market Flash – In Germany, a budgetary “bazooka” paves the way for a paradigm shift in Europe

A historic day in the Bundestag. German lawmakers have approved, by a two-thirds majority (513 votes in favor, 207 against), the constitutional reform proposed...

Weekly Flash – Week 11

The 3 must-know news stories of the week and What We Think   US: tensions at every level The IEA again lowers its forecast for oil demand in...

Weekly Flash – Week 10

The 3 must-know news stories of the week A German-style “whatever it takes”: the new coalition ready to ease the debt brake ECB: and that makes...

Macro-economic Point: March 2025

Written on 28 February 2025 Unstable weather / Geopolitical lull but trade storms As we wrote last month, the prospect of a peace plan in Ukraine...