Macro & Markets
Weekly Flash : week 40
1. In the Eurozone, voices in favor of a rate cut in October are multiplying.
2. US Presidential Elections: Final debate.
3. Iranian strikes on Israel: Oil prices soar,...
Macro & Markets
Editorial – October 2024
THE FED'S GAMBLE
The Federal Reserve made up for lost time by cutting rates for the first time by 50 basis points, justifying this move...
Macro & Markets
Macro-Economic Point – October 2024
The Fed's rate cuts bring relief to everyone. Indeed, the U.S. economy remained robust compared to its neighbors in less favorable situations. A deliberately...
Macro & Markets
Asset Allocation – October 2024
We are making a few adjustments in terms of asset allocation, taking into account the latest developments in monetary policy (see Macro economic Point)...
Macro & Markets
Weekly Flash : Week 39
The 3 must-know news stories of the week
1. Big debate at the ECB
2. Finally, a Chinese stimulus plan
3. Saudi Arabia: a strategic U-turn on...
Macro & Markets
Editorial – September 2024
FED: Hope it's not too late!
It's official: the Fed's first rate cut will take place on September 18th. It's fair to say that Powell...
Macro & Markets
Macro-economic point – September 2024
· USA: No Recession in Sight
· Eurozone: More Accommodative Monetary Policy Deemed Necessary
· China : improvement…
· Japan: Tightening Monetary Policy
Highlight
The Fed's...
Macro & Markets
Asset Allocation – September 2024
In the context of asset allocation, we base our analysis on three convictions for the second half of the year:
· The disinflation process...
