Macro & Markets

Market Flash : Can Trump fire Jerome Powell?

Donald Trump has recently launched a scathing attack on the monetary policy of the U.S. central bank, suggesting that his administration might consider firing...

Weekly Flash – Week 15

The 3 must-know news stories of the week and What We Think Trump's Volteface: Not really… US–China: Eye for an Eye Treasuries Basis Trade: A Risk to...

Weekly Flash – Week 14

The 3 must-know news stories of the week and What We Think : TRUMP hits hard, very hard China: the dangerous escalation Europe: VAT in the...

Market Flash – TRUMP hits hard, very hard

Donald Trump announced last night massive tariff increases targeting Europe and Asia, with a 10% tax threshold for all countries exporting to the United...

Market Flash – Eurozone: Another Welcome Decline in Services Inflation

The decline in inflation in the eurozone in March mainly reflects a further easing of services inflation. This publication should reassure the ECB, which is...

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...