News

Dolos, Nero… Donald Trump, slayer but savior of Europe?

11/03/2025

3 min

Donald Trump will have succeeded in a few days in what most European countries have been calling for for over a decade now: to remove the German budgetary lock. Still unthinkable just a few weeks ago, Friedrich Merz, future chancellor, leader of the CDU/CSU an ...

5%: the finish line for the American 10-year?

31/10/2023

The (very temporary) crossing of the symbolic threshold of 5% on the American 10-year rate last Monday left its mark but was ultimately not ....

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. ....

Market insight - Autumn 2023

23/10/2023

Economic context

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 ....

Market Insight - Winter 2023

03/02/2023

Economic context Global manufacturing activity may have been contracting for several months now, but global growth continues to be resilient ....