Macro & Markets
Weekly Flash : Week 7
The 3 must-know news stories of the week
"If they impose a tariff or a tax on us, we impose exactly the same level of...
Macro & Markets
Editorial – February 2025
DeepSeek and the Jevons' paradox
DeepSeek, a Chinese generative AI, has been shaking up the artificial intelligence market since its launch on January 27, 2025....
Macro & Markets
Macro-economic Point : February 2025
EQUITIES: MORE SHORT-TERM GEOGRAPHICAL PREFERENCE
In the short term, we are narrowing the gap in our opinion between the European and US markets. We no...
Macro & Markets
Weekly Flash – Week 6
The 3 must-know news stories of the week
1. A Peace Plan for Ukraine?
2. EUROPE: Towards a Sharp Slowdown in Wages in 2025.
3. The BOE Changes Its Tone.
Chart...
Macro & Markets
Weekly Flash – Week 5
The 3 must-know news stories of the week
1. Fed’s Message: No Rush
2. ECB: “The Disinflation Process Is Well on Track”
3. DeepSeek: A Wave of Panic?
Chart of the...
Macro & Markets
Market Flash – Tonight is FED Day !
All eyes are on the Fed as the FOMC meeting concludes this evening. The U.S. central bank will convene but is expected to hold...
Macro & Markets
Weekly Flash : Week 4
The 3 must-know news stories of the week
1. Donald Trump becomes the 47th President of the United States: Priority given to national sovereignty
2. $500 billion in...
Macro & Markets
Market Flash – Trump D-Day
Today, Donald Trump will officially be inaugurated as the 47th President of the United States. A decisive turning point for American politics and the...
