News

Trump(bear)onomics in action

02/04/2025

2 min

Between Donald Trump's constant overbidding, his incessant back-and-forths, and his notorious contradictions, it's almost indigestion. It's indeed difficult to navigate when, in the same sentence, Donald Trump simultaneously mentions the reciprocal customs dut ...

Trump(bear)onomics in action

02/04/2025

Between Donald Trump's constant overbidding, his incessant back-and-forths, and his notorious contradictions, it's almost indigestion. It's ....

Wait and see

26/03/2025

In our last meeting on Monday, we emphasized that given the current economic uncertainty in the United States, it was urgent for the Fed to ....

The noose is tightening

18/03/2025

Is the golden age turning into a leaden age? The hopes raised in the financial markets by the election of Donald Trump and his "pro-growth" ....

Europe: the end of illusions

19/02/2025

Europe is never as strong as when it is cornered, and European construction has often been achieved in difficult times. We could be on the v ....

Trade War Kicks Off

04/02/2025

While the DeepSeek surge on the financial markets was ultimately moderated fairly quickly thanks to good results from Big Tech, investors al ....

De deep blue à deepseek

27/01/2025

Failing to show a robust recovery in European growth, the activity indicators for January confirmed the slow recovery of activity in the eur ....

D-Day

22/01/2025

Since the mid-20th century, modern financial literature has been trying to theorize stock market chance. The question of whether financial m ....

No respite for rates

06/01/2025

If December 2023 had been marked by a very sharp drop in rates, we have experienced the complete opposite in recent weeks. The American 10-y ....

And yet...

17/12/2024

The December monetary policy meeting is also an opportunity for the ECB to review its macroeconomic scenario. The European institution has t ....