Actualités
United States – Eurozone: the big gap
27/11/2024
2 min
The publication of the PMI activity indicators on both sides of the Atlantic for the month of November reflected the huge gap that now exists between the two zones. The economic dynamics are very different and are reflected in stock market performances that ar ...
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The Fed’s entry into a new cycle?
12/12/2023
It’s almost a sigh of relief! Launched into an inexorable decline towards 4%, American 10-year rates, which were still close to 5% at the en ....
« Higher for longer » is over
05/12/2023
It was not good to be short in November. Almost all asset classes, with the notable exception of raw materials, ended with performances that ....
Who will stop the end of year rally?
28/11/2023
The financial markets, it seems, did not wait for Christmas to open their presents. Despite a slightly quieter week due to Thanksgiving, and ....
The best of both worlds ?
21/11/2023
The markets were just waiting for this! By adopting a slightly more dovish tone than in his last statements, Jerome Powell, within the frame ....
All it takes is a sign
07/11/2023
The markets were just waiting for this! By adopting a slightly more dovish tone than in his last statements, Jerome Powell, within the frame ....
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 ....