Macro & Markets
Macro-economic point – December 2024
If the wars have continued and intensified in Ukraine and the Middle East, Donald Trump’s victory in the U.S. presidential election has resolved a...
Macro & Markets
Weekly Flash : week 48
Markets Alarmed by French Debt
A U.S. Treasury Secretary to Implement Trumponomics
Eurozone: A Decline in Consumer and Business Confidence
Chart of the Week: U.S. Budget Deficit...
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...
