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 ...

Powell doesn't know which way to turn

26/10/2023

Expected by the financial markets, Jerome Powell's intervention before the Economic Club of New York will have left investors wanting more. ....

Le yoyo sur les taux

23/10/2023

Volatility continues to be exacerbated on long-term interest rates, particularly on the American 10-year bond. After the strong acceleration ....

Rates and equities are not on the same wavelength

12/10/2023

The recent upward movement in interest rates is focusing investors' attention more than ever on macroeconomic data, in search of signs of a ....

Shutdown averted, bad news for markets?

09/10/2023

As usual, the United States periodically re-enacts the psychodrama of the shutdown, if not the debt ceiling. This time, Congress narrowly av ....

BAIL OUT OR NOT BAIL OUT?

22/03/2023

"This is a commercial solution, not a Bail Out", what a strange formulation used by the Swiss finance minister to qualify the acquisition of ....

Harder, Better, Faster, Stronger

02/03/2023

The most heralded recession in history is struggling to show up. The activity indicators published for February in Europe and the United Sta ....

The United Kingdom creates panic for the markets

04/10/2022

“Given the high inflationary pressures in many countries, including the UK, we do not recommend large, untargeted fiscal programs at this st ....

You are missing a single (inflation) number, and all run for the door!

20/09/2022

What caused a trend reversal and the worst daily decline in US markets since March 2020? Has an inflation figure “only” 20 bps above consens ....

The ECB changes its tone

14/09/2022

Central banks and inflation: we take the same ones and start over. For many months, and apart from the upheavals linked to the war in Ukrain ....