News
"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 ...
Top articles
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 ....
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 ....
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 ....