News
A market in search of benchmarks
11/11/2025
2 min
The end of the longest federal government shutdown in history finally seems within reach. This weekend, a split among some Democratic senators allowed the Senate to adopt an agreement aimed at reopening essential public services until January 30. The text must ...
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Markets under pressure but without reaction
25/06/2025
Perhaps still groggy from this weekend's extreme temperatures, financial markets began the week surprisingly calmly, completely ignoring the ....
Strikes on Iran, limited impact for the moment
17/06/2025
By striking Iranian infrastructure dedicated to the development of its nuclear program as well as military capabilities, Israel has launched ....
End of cycle for the ECB?
11/06/2025
Against all expectations, the ECB surprised the markets. As expected, it implemented a further rate cut—the eighth in a year—bringing the de ....
A deceptive diplomatic respite
28/05/2025
European markets began the week on a moderately positive note, buoyed by an unexpected softening of the US stance on the trade front. While ....
New Warning for Washington
20/05/2025
Timing-wise, we've seen better. While US assets have been facing distrust from international investors for several months, and Congress is c ....
"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 ....
From MAGA to VUCA, thank you Miran!
23/04/2025
"There can be a slowdown of the economy unless Mr. Too Late, a major loser, lowers interest rates now." While his trade war has generated a ....
Market insight - Spring 2025
22/04/2025
Economic context
"Trumpology"... Socrates is a cat
09/04/2025
In game theory, the prisoner's dilemma illustrates how two individuals, normally perfectly rational, acting according to their own interests ....