Macro & Markets

Market Flash : Market news by Richelieu Group – January #01

Rate cuts ? Yes ... but when ? By Alexandre Hezez, Group Strategist Several members of the European Central Bank (ECB), known for their hawkish stance (favoring a...

Monthly review – January 2024

2024 : a soft economic landing Macro Point In 2023, GDP growth exceeded expectations, while core inflation fell from 6% in 2022 to 3%...

Focus on… Energy and climate: IRA vs European Green Deal

Does the IRA allow the United States to steal the spotlight from the European Green Deal? By Stanislas Duval de la Guierce, sustainable finance referent Since...

Monthly review – December 2023

2024: almost the best of all possible worlds... Given what we've been through! Macro Point GDP growth in 2023 is expected to exceed forecasts made a...

Monthly Review – November 2023

In the beginning was the American Rescue Plan Act of 2021 Macro Point Inflation has been a major economic concern in recent years. Initially seen as...

Monthly review – October 2023

Global debt resumes upward trend  By Alexandre Hezez, Group Strategist Macro point Tweet from the Institute of International Finance Source : X (ex twitter) Although a significant reduction in...

Monthly Review – July 2023

Question for the vacations: Inflation target, why 2% and not 3%? By Alexandre Hezez, Group Strategist Editorial Inflation seems to be under control, but we are witnessing a...

Focus on… Oil stocks & sustainable funds

The presence of oil stocks in sustainable funds: why and how? By Stanislas Duval De La Guierce, Sustainable Finance Manager Numerous reports, including that of the...