News
Time in the (bull) market versus timing the (bull) market
30/09/2025
2 min
David Einhorn recently warned about the valuation levels reached by the markets, particularly in the artificial intelligence sector. During a panel discussion held last Thursday at the New York Stock Exchange, he warned of the extreme level of spending on AI-r ...
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Market insight - Autumn 2023
23/10/2023
Economic context
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 ....
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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 ....