Macro & Markets
Weekly Flash : week 47
1. Nvidia announced on Wednesday the weakest revenue growth in seven quarters, yet it still exceeded analysts' expectations.
2. Wages in the Eurozone accelerated significantly in the...
Macro & Markets
Market Flash – Small Caps US: Now or Never !
Small caps have never been so disliked! Small-cap stocks now account for less than 4% of the entire U.S. stock market, representing the same...
Macro & Markets
Weekly Flash : week 46
1. U.S. Inflation Accelerates, Driven by Housing and Service Prices
2. The Next German Coalition in Support of Growth
3. In Japan, Inflationary Pressures Intensify.
4. Chart of the Week: The...
Macro & Markets
Asset Allocation – November 2024
Financial markets have widely welcomed the Republican victory in the United States, with a strong increase in stock indices, sovereign yields, and the dollar,...
Macro & Markets
Market Flash – Trump: A Historic Comeback
Donald Trump won the White House with 51% of the popular vote, marking a major achievement for a party that often struggles to secure...
Macro & Markets
Market Flash – US Elections: Issues and Impacts on Major Asset Classes
Despite significant uncertainty surrounding both the outcomes of the U.S. elections and the behavior of assets in the aftermath, we aimed to evaluate the...
Macro & Markets
Market Flash – U.S. Presidential Election: A Crucial Turning Point for U.S. Energy Policy
U.S. Presidential Election: A Crucial Turning Point for U.S. Energy Policy
The stakes of energy in the 2024 U.S. presidential election are of critical importance...
Macro & Markets
The Dilemma of Rare and Critical Metals
Key Messages
Rare and critical metals are the raw materials necessary for the development of digital technologies and the energy transition. These resources, such as...
