Macro & Markets
Weekly Flash – Week 9
The 3 must-know news stories of the week 9
German elections: a less fragmented political situation brings reassurance
The escalation of tariffs continues
Credit and wages: two pieces...
Macro & Markets
Market Flash – German elections: a reassuringly less fragmented political situationMarket Flash –
Germany has elected a new parliament. According to preliminary official results, the conservative CDU/CSU alliance, led by Friedrich Merz, won the election with 28.5%...
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...
