
"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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Vladimir Putin succeeds in uniting Europe
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The reality of the war will therefore have finally taken precedence over economic considerations. Hesitant and feeble for a time in their re ....

Wait and See
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« Data-dependence » leads to overreaction
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By abandoning forward guidance in favor of a resolutely "data-dependent" approach, the FED has chosen to leave investors in the dark, with l ....

"Good news is bad news"
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After the Fed, the BoE and the ECB, the two main European central banks, which held their monetary policy meeting last week, have also made ....

Market Insight - Winter 2022
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Health context The Omicron tidal wave confirms that this latest variant is now much less dangerous than the previous ones. Combined with the ....

Changes in the market perception
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The time of optimism, which prevailed on the financial markets, seems already far away. Indeed, if last year investors got along rather well ....

The "Quantitative Tightening" fear
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Between the tightening of the Fed's balance sheet (Quantitative Tightening) and the term "anxiety", derived from the Latin angustia (narrow ....

The wealth manager editorial : Shades of green
18/01/2022
Dear clients, dear friends,

When the seagulls have their feet, it's time to turn!
17/01/2022
While Jerome Powell had long hesitated, during the year 2021, to take the step of monetary tightening, arguing of transitory inflation and a ....