Actualités
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 ...
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More than central banks before the holidays
10/12/2024
A few cables away from the end of the year which, with the exception of French equities, promises to be a relatively good year for all asset ....
Who will stop the euphoria of the American markets?
06/12/2024
Despite a relatively calm week across the Atlantic, cut short by Thanksgiving and Black Friday, the American stock indices continued their i ....
United States – Eurozone: the big gap
27/11/2024
The publication of the PMI activity indicators on both sides of the Atlantic for the month of November reflected the huge gap that now exist ....
Markets are feverish before the elections (and the Fed)
31/10/2024
Financial markets have been moving erratically over the past week and will probably have to wait for the outcome of the US elections and the ....
Who can stop the S&P 500?
17/10/2024
$50 trillion! This is the record amount that the S&P 500 market capitalization has just reached. Despite tensions in the Middle East, po ....
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 ....