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"My China" back all the way
29/04/2025
2 min
The Wall Street Journal aptly summed up last week's turnaround: "Trump finds his master: the markets." Although he claims to pay little attention to stock market reactions, the American president was clearly shaken by the recent panic that shook American asset ...
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"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 ....
FED Christmas Pivot
19/12/2023
The central bankers' ball was not easy last week. Recent inflation figures in the United States argue for a certain prudence on the part of ....
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 ....