News

The wind has not changed direction

05/03/2024

2 min

The strength of American macroeconomic data at the start of the year undermined the overly optimistic scenario of a significant and rapid reduction in key rates by the American central bank. Exit therefore the 6 to 7 rate cuts anticipated at the end of Decembe ...

Le yoyo sur les taux

23/10/2023

Volatility continues to be exacerbated on long-term interest rates, particularly on the American 10-year bond. After the strong acceleration ....

Rates and equities are not on the same wavelength

12/10/2023

The recent upward movement in interest rates is focusing investors' attention more than ever on macroeconomic data, in search of signs of a ....

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 ....

Market Insight - Winter 2023

03/02/2023

Economic context Global manufacturing activity may have been contracting for several months now, but global growth continues to be resilient ....

Where is "Le Youki"...?

20/12/2022

Fine music lovers will have recognized the nod to Richard Gotainer's humorous song. In these few lines, we will not deal with the attachment ....

We made it!

06/12/2022

The crucial week that we mentioned in our last meeting on Monday finally went off without a hitch. IIn the context of a conference before an ....

Make or Break!

29/11/2022

A short distance from the end of the year, the financial markets have recovered, in just under two months, a good part of the losses recorde ....