Markets
Market Flash – Return of European Political Risk?
What strategy to adopt following the announcement of the dissolution of the Assembly in France?
Often less closely watched than other elections, rarely has a...
Markets
Weekly flash : Week 22
The New York Fed is Concerned About Credit Card Defaults.
ECB: Starting Signal.
OPEC+ Ministers Reject Bearish Reaction to Oil Production Increase.
The New York Fed is...
Macro
Editorial – June 2024
Lowering interest rates: the day after?
The big question of the summer is how policymakers can best define monetary policy.
On numerous occasions, central bankers have...
Macro
Macro-economic point – June 2024
United States: avoiding another wave of inflation
Europe: sustaining growth momentum
Japan: yen's impact on inflation may push BoJ to accelerate
China: two-speed economy
The question of the...
Markets
Allocation – June 2024
Asset Allocation: Growth Dynamics Limit Appreciation Potential
We continue along the same lines as the previous month. We believe that the disinflation process will resume...
Macro
Weekly Flash : Week 21
Les trois informations de la semaine à ne pas manquer:
A Majority of Americans Wrongly Believe Their Country is in a Recession
The ECB, a Creditor...
Markets
Weekly flash : week 18
The 3 must-know news stories of the week:
Nvidia impresses again!
The Eurozone continues its recovery.
The trade war saga continues.
Nvidia impresses again!
The AI star has released...
Macro
Macro-economic point – May 2024
American disinflation, which has been underway for several months, appears to be slowing down and casting doubt on the Fed's future actions.
The economic recovery...
