News
From MAGA to VUCA, thank you Miran!
23/04/2025
2 min
"There can be a slowdown of the economy unless Mr. Too Late, a major loser, lowers interest rates now." While his trade war has generated a veritable sell-off in the markets, distrust of 10-year US Treasuries and the dollar (which is gradually losing its safe ...
Top articles
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 ....