News
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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Until now all good?
22/11/2022
" So far, so good. But the important thing is not the fall, it's the landing”, the cult line from the film “La Haine” by Mathieu Kassovitz c ....
Powell keeps the suspense...or the uncertainty
08/11/2022
Like last August, those expecting a “dovish pivot” from Jerome Powell at the Fed's monetary policy meeting last week got their money's worth ....
A hint towards a dovish inclination?
02/11/2022
The signals are increasingly clear: economic activity is deteriorating on both sides of the Atlantic. In the United States, the real estate ....
Market insight - Autumn 2022
26/10/2022
Economic context The economic slowdown is gaining momentum. Economic data from all three major zones continues to disappoint, fueling a down ....
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New political and montary policies
25/10/2022
Central banks and governments no longer play on the same side. The last decades, marked by the structural fall in interest rates and inflati ....
The resistance of inflation
20/10/2022
We take the same and start again. Like last month, the release of inflation figures for September in the United States came out above consen ....
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 ....