De deep blue à deepseek
27/01/2025
2 min
Failing to show a robust recovery in European growth, the activity indicators for January confirmed the slow recovery of activity in the eurozone, with the composite index timidly returning to the expansion phase after two months below the 50 zone. This public ...
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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 ....
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 ....