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December FOMC: Heading towards 2026?
02/12/2025
2 min
December is shaping up to be a pivotal month for the Federal Reserve. As the year-end meeting approaches, uncertainty remains: the Fed is still divided, and while the more dovish stances of some members have already fueled expectations of rate cuts, the latest ...
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December FOMC: Heading towards 2026?
02/12/2025
December is shaping up to be a pivotal month for the Federal Reserve. As the year-end meeting approaches, uncertainty remains: the Fed is st ....
A market in search of benchmarks
11/11/2025
The end of the longest federal government shutdown in history finally seems within reach. This weekend, a split among some Democratic senato ....
Serial turbulence for the banking sector
22/10/2025
Financial markets ended the week in turmoil, shaken by rising concerns about the strength of US bank credit. Two regional banks, Zions Banco ....
End of cycle for the ECB?
11/06/2025
Against all expectations, the ECB surprised the markets. As expected, it implemented a further rate cut—the eighth in a year—bringing the de ....
"My China" back all the way
29/04/2025
The Wall Street Journal aptly summed up last week's turnaround: "Trump finds his master: the markets." Although he claims to pay little atte ....
The Divided West
04/03/2025
Talks between kyiv and Washington seemed to be going well last week. The United States and Ukraine were considering creating a reconstructio ....
The big gap
15/05/2024
The kickoff for monetary easing seems, finally, to have been launched. Sweden, in fact, joined the club of the first rate cuts last week. Af ....
The Fed is taking its time (for now)
08/05/2024
As the prospects of monetary easing from the Fed became more and more distant, we finally had some answers last week. So yes, the institutio ....
The Nvidia frenzy
29/02/2024
In a US equity market driven by the theme of generative artificial intelligence models and more generally by technologies linked to AI, inve ....