Actualités
Rational exuberance?
04/11/2025
2 min
In 1996, Alan Greenspan, then chairman of the US Federal Reserve, delivered a now-famous speech to the American Enterprise Institute, warning against the risk of "irrational exuberance." He denounced the stock market euphoria fueled by the internet revolution ...
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Financial markets are looking good
02/07/2025
Far from the stressful episodes of recent weeks, investors are smiling again. Between the decline in geopolitical tensions, a lull on the tr ....
Markets under pressure but without reaction
25/06/2025
Perhaps still groggy from this weekend's extreme temperatures, financial markets began the week surprisingly calmly, completely ignoring the ....
New Warning for Washington
20/05/2025
Timing-wise, we've seen better. While US assets have been facing distrust from international investors for several months, and Congress is c ....
Trump(bear)onomics in action
02/04/2025
Between Donald Trump's constant overbidding, his incessant back-and-forths, and his notorious contradictions, it's almost indigestion. It's ....
Wait and see
26/03/2025
In our last meeting on Monday, we emphasized that given the current economic uncertainty in the United States, it was urgent for the Fed to ....
The noose is tightening
18/03/2025
Is the golden age turning into a leaden age? The hopes raised in the financial markets by the election of Donald Trump and his "pro-growth" ....
Europe: the end of illusions
19/02/2025
Europe is never as strong as when it is cornered, and European construction has often been achieved in difficult times. We could be on the v ....
Trade War Kicks Off
04/02/2025
While the DeepSeek surge on the financial markets was ultimately moderated fairly quickly thanks to good results from Big Tech, investors al ....
De deep blue à deepseek
27/01/2025
Failing to show a robust recovery in European growth, the activity indicators for January confirmed the slow recovery of activity in the eur ....