Macro & Markets
Macro-economic point: June 2025
JULY WILL PROVIDE ANSWERS
It's hard to say whether trade tensions will be contained in the second half of the year, but by then negotiations...
Macro & Markets
Weekly Flash – Week 23
The 3 must-know news stories of the week and What We Think :
ECB: And That's Eight
China: Time for Negotiations
US: Tariff Effects Begin to Show
Chart...
Macro & Markets
Market Flash : Section 899: From Trade War to Capital War?
A new U.S. tax provision included in the budget law "One Big Beautiful Bill Act," passed by the House of Representatives, could have significant...
Macro & Markets
Weekly Flash : Week 22
The 3 must-know news stories of the week and What We Think
Inflation Not Yet Affected by Tariffs.
The Euro: An Alternative to the Dollar?
Oil Price...
Macro & Markets
Weekly Flash : Week 21
The 3 must-know news stories of the week and What We Think
European activity still hampered by economic uncertainties.
Japanese yields soar.
Trump: A narrow victory in...
Macro & Markets
Weekly Flash : Week 20
The 3 must-know news stories of the week and What We Think
1. Japan in a mixed light.
2. A mixed U.S. economy
3. United States and China: trade truce
Chart...
Macro & Markets
Weekly Flash – Week 19
The 3 must-know news stories of the week and What We Think :
Powell turns a deaf ear to Trump's injunctions
Oil: OPEC+ reignites the battle...
Macro & Markets
Market Flash : Dollar : A Will to Weaken the Currency?
Donald Trump’s policy relies on accelerated reindustrialization driven by the trade war and, secondly, by the weakening of the dollar. Since Donald Trump’s return...
