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September already played out for the Fed?
20/08/2025
2 min
The American economy, a black belt in judo? Macroeconomic publications across the Atlantic follow one another and seem to tirelessly send the same message: it bends... but doesn't break. This maxim, echoed in the art of judo, finds its inspiration in the image ...
Top articles
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 ....
Harder, Better, Faster, Stronger
02/03/2023
The most heralded recession in history is struggling to show up. The activity indicators published for February in Europe and the United Sta ....
The United Kingdom creates panic for the markets
04/10/2022
“Given the high inflationary pressures in many countries, including the UK, we do not recommend large, untargeted fiscal programs at this st ....
You are missing a single (inflation) number, and all run for the door!
20/09/2022
What caused a trend reversal and the worst daily decline in US markets since March 2020? Has an inflation figure “only” 20 bps above consens ....
The ECB changes its tone
14/09/2022
Central banks and inflation: we take the same ones and start over. For many months, and apart from the upheavals linked to the war in Ukrain ....
The end of summer break cold shower
09/09/2022
If the succession of macroeconomic numbers in the United States tends to confirm that the inflationary peak is finally behind us (inflationa ....
Jerome Powell blows out the euphoric summer candles
30/08/2022
No surprises in Jackson Hole! As expected, central bankers have confirmed the need to continue the ongoing monetary tightening despite the c ....
A wakeup call before Jackson Hole
24/08/2022
The economic indicators published the previous week reminded us: Europe is not out of the woods with inflation. In the United Kingdom, the r ....