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. ....

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 ....