Macro & Markets

1.    The Fed does not need to rush, according to J. Powell 2.    Chinese support measures continue to bear fruit 3.    France: The motion of censure is adopted 4. ...

Only one precedent: October 5, 1962, to bring down the Pompidou government. In 1962, as in 2024, the censure was foreseen. The markets have...

Is TRUMP really so inflationary for Americans ? One of the most striking economic aspects of Trump's reelection remains his potential impact on inflation. The...

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...

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...

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...

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...

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...