Macro & Markets

While justified doubts persist in the United States, many investors are questioning whether, in the Eurozone, inflation's ability to sustainably return to target levels...

A Dependent ECB Following the Fed During the latest ECB meetings, members expressed greater concern over the dynamics of economic activity than over inflation trends....

US: Growth at all costs Overall, we believe that Donald Trump's economic program will have a positive effect on activity in the short term, but...

House of Representatives: Another Victory for Trump The British Pound Under Pressure Amid Doubts About UK Fiscal Policy Resilience of the US Economy Chart of the Week:...

1.    The Bank of Japan Awaits Trump. 2.    Trump & Europe: Tariffs or Gas Purchases... No Choice. 3.    The Fed Anticipates Trump. Chart of the Week: Can Italy and Germany Afford to...

The Federal Reserve lowered interest rates by 0.25 percentage points but signaled a slowdown in the pace of easing next year to bring the...

1.    ECB: Further Rate Cuts Well Underway 2.    SNB: Approaching Zero Rates 3.    China: Awaiting Commitment to Greater Support 4. Chart of the Week: Since 1960, the...

The year 2024 was marked by exacerbated political instability. Most elections (whether planned or not) led to changes in majorities (USA, France, UK, Mexico)...