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 ....
Where is "Le Youki"...?
20/12/2022
Fine music lovers will have recognized the nod to Richard Gotainer's humorous song. In these few lines, we will not deal with the attachment ....
We made it!
06/12/2022
The crucial week that we mentioned in our last meeting on Monday finally went off without a hitch. IIn the context of a conference before an ....
Make or Break!
29/11/2022
A short distance from the end of the year, the financial markets have recovered, in just under two months, a good part of the losses recorde ....
Until now all good?
22/11/2022
" So far, so good. But the important thing is not the fall, it's the landing”, the cult line from the film “La Haine” by Mathieu Kassovitz c ....