Focus
Focus – Blue gold: infinite demand for a finite resource
Key Messages
Freshwater, representing less than 1% of the Earth’s water directly usable, is becoming increasingly scarce and thus a strategic asset. Global demand is...
Macro & Markets
Weekly Radar – Week 34
The 3 must-know news stories of the week and our opinion
In the USA, the sharp downward revision in job creations over one year is...
Macro & Markets
Market Flash – Unsurprisingly, the ECB choses to pause in September.
At the September Governing Council meeting, the ECB unsurprisingly kept its key interest rates unchanged (deposit facility rate at 2 %), citing inflation around the...
Macro & Markets
Weekly Flash – Week 33
The 3 must-know news stories of the week and our opinion
August inflation figures and disagreements within the Governing Council confirm that the ECB will...
Macro & Markets
Weekly Flash – Week 32
The 3 must-know news stories of the week and our opinion
J. Powell's pivot in Jackson Hole paves the way for FED Funds rate cuts,...
Macro & Markets
Market Flash – High-risk (lost) gamble for François Bayrou
On Monday, August 25, during a press conference aimed at raising public awareness in France about the urgent need to control the public deficit...
Macro & Markets
Weekly Flash – Week 31
This week's top three news stories and what we think of them
By giving in to American demands, the European Union avoids escalation and momentarily...
Macro & Markets
Weekly Flash – Week 30
The Japan-US trade deal, more favorable than initially anticipated, paves the way for the Yen to keep on appreciating, but this may be a...
