Macro & Markets

Market Flash – OPEC+ wants to regain market share

The OPEC+ member countries announced on Saturday, May 3, an additional increase in their oil production, amounting to 0.4 million barrels per day (Mb/d)...

Editorial – May 2025 : From New York’s Plaza Hotel to the Mar-a-Lago Club ?

September 22, 1985, New York. In the plush lounges of the Plaza Hotel, five major economic powers sign an agreement that will leave a...

Weekly Flash : Week 17

The 3 must-know news stories of the week and What We Think 1.    The IMF sounds the alarm 2.    The ECB eases its monetary policy 3.    The cohesion of OPEC+...

Market Flash : Eurozone: ECB in support

The phase of trade uncertainty is weighing on activity prospects, which will prompt the ECB to continue easing its monetary policy. The growth and inflation...

Market Flash : Can Trump fire Jerome Powell?

Donald Trump has recently launched a scathing attack on the monetary policy of the U.S. central bank, suggesting that his administration might consider firing...

Weekly Flash – Week 15

The 3 must-know news stories of the week and What We Think Trump's Volteface: Not really… US–China: Eye for an Eye Treasuries Basis Trade: A Risk to...

Weekly Flash – Week 14

The 3 must-know news stories of the week and What We Think : TRUMP hits hard, very hard China: the dangerous escalation Europe: VAT in the...

Market Flash – TRUMP hits hard, very hard

Donald Trump announced last night massive tariff increases targeting Europe and Asia, with a 10% tax threshold for all countries exporting to the United...