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De deep blue à deepseek
27/01/2025
2 min
Failing to show a robust recovery in European growth, the activity indicators for January confirmed the slow recovery of activity in the eurozone, with the composite index timidly returning to the expansion phase after two months below the 50 zone. This public ...
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Market insight - Autumn 2024
17/10/2024
Economic context The US economy continues to benefit from the strength of activity in services and the real-time estimate of GDP for the thi ....
The big gap
15/05/2024
The kickoff for monetary easing seems, finally, to have been launched. Sweden, in fact, joined the club of the first rate cuts last week. Af ....
The Fed is taking its time (for now)
08/05/2024
As the prospects of monetary easing from the Fed became more and more distant, we finally had some answers last week. So yes, the institutio ....
Jerome Powell backpedal
24/04/2024
The consequences of tensions in the Middle East are, for the moment, still relatively minimal for the financial markets, like, for example, ....
Bad times for US doves
17/04/2024
Again. After the employment report two weeks ago, the publication of the American inflation report for the month of March also came out beyo ....
Madame Lagarde, shoot first!
15/04/2024
So where will the American economy end? The resilience of the world's largest economy, especially in a context of restrictive interest rates ....
The Fed will soon be making choices
08/04/2024
If the financial markets took advantage of the long Easter weekend to take a break before starting a new quarter, the publication of macroec ....
The wind has not changed direction
05/03/2024
The strength of American macroeconomic data at the start of the year undermined the overly optimistic scenario of a significant and rapid re ....
The Nvidia frenzy
29/02/2024
In a US equity market driven by the theme of generative artificial intelligence models and more generally by technologies linked to AI, inve ....