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Weekly Flash – Week 34

The 3 must-know news stories of the week and our opinion In the USA, the sharp downward revision in job creations over one year is yet another argument in favor...

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Market Flash – Unsurprisingly, the ECB choses to pause in September.

At the September Governing Council meeting, the ECB unsurprisingly kept its key interest rates unchanged (deposit facility rate at 2 %), citing inflation around the...

Markets

Market Flash : Markets and Oil

Oil Context in Iran: Currently, Iran produces approximately 3.3 to 3.4 million barrels per day of crude oil. (According to OPEC, Iranian production stood...

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Weekly Flash : Week 22

The 3 must-know news stories of the week and What We Think Inflation Not Yet Affected by Tariffs. The Euro: An Alternative to the Dollar? Oil Price...

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Market Flash : Yen + US Unemployment: A Short-Term Explosive Cocktail for Global Risk Assets

With the drop in stocks and bond yields, fears of a recession have resurfaced. Investors are worried and anxious, wondering if the U.S. economy...

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Monthly review – December 2023

2024: almost the best of all possible worlds... Given what we've been through! Macro Point GDP growth in 2023 is expected to exceed forecasts made a...