Macro & Markets
Market Flash – Tariffs are just beginning to bite in the United States, but without any significant impact on the markets.
Two key inflation indicators were on the menu of US statistical releases this week: the Consumer Price Index (CPI) and the Producer Price Index...
Macro & Markets
Weekly Flash – Week 28
The 3 must-know news stories of the week and our opinion
Trade war: tensions loom as first 90-day moratorium expires.
Oil prices rebound despite OPEC+'s new...
Macro & Markets
Weekly Flash – Week 27
The 3 must-know news stories of the week and What We Think
US job market: a gradual slowdown without immediate tension
US budget: Trump pushes through...
Macro & Markets
Market Flash : Against all odds, Powell stays the course
While two Fed governors, Christopher Waller and Michelle Bowman, had recently expressed support for a cut in interest rates, the chairman of the U.S....
Macro & Markets
Market Flash : Markets and Oil
Oil Context in Iran: Currently, Iran produces approximately 3.3 to 3.4 million barrels per day of crude oil. (According to OPEC, Iranian production stood...
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...
