Markets
Allocation – May 2024
Market volatility should present opportunities.
We believe geopolitical tensions have peaked.
We prefer to seek opportunities in more "value" segments in Europe.
The hesitations of the Bank...
Macro
Editorial – May 2024
The Fed's Problem, Americans Are Too Rich!
Tweet about X on August 27, 2022
In August 2022, Jerome Powell made it clear: the fight against inflation...
Markets
Market Flash – A New Unfavorable Trajectory for US Inflation and Doubts About Its Return to 2%
A New Unfavorable Trajectory for US Inflation and Doubts About Its Return to 2%.
THE FACTS
US inflation surprises on the upside for the fourth consecutive...
Macro
Monthly review – April 2024
Editorial : Bubble or not bubble? That is the question...
Financial bubbles in stock markets are fascinating phenomena that capture investors' attention. Defined as a...
Macro & Markets
Focus on… Behavioral Finance and Risk Management
Navigating the waves of emotion: The mysteries of investor psychology
By Mohamed Touzi, Risk Manager
Key messages
This article explores the fascinating interface between behavioral finance and risk management....
Macro
Monthly review – March 2024
China and the New World Disorder: Economic Stakes and Strategic Alliances
Macro Point
National People's Congress 2024
Source : X
In a world marked by increasing economic uncertainties...
Markets
Market Flash – “Not before gaining greater confidence that inflation is moving sustainably towards 2%”
I do not think it is likely that the committee will reach a level of confidence by the March meeting
Jerome Powell
Source : X
The Fed has...
Markets
Market Flash : Market news by Groupe Richelieu – January #02
The consumers in support of the dollar?
By Alexandre Hezez, Group Strategist
The dollar could appreciate in the short term as the prospects for rate cuts...
