Time in the (bull) market versus timing the (bull) market
30/09/2025
David Einhorn recently warned about the valuation levels reached by the markets, particularly in the artificial intelligence sector. During ....
Risk management according to Jerome Powell
24/09/2025
Jerome Powell continues to steer his ship well. Despite headwinds—both political and economic—the Fed Chairman has managed to initiate a dov ....
Monetary boredom before the Fed
16/09/2025
ECB meetings are rarely the most exciting. So, when all the indicators are "in the right place," they border on deadly boring. Unlike the Fe ....
US employment slows down
09/09/2025
Closely watched, US employment figures have confirmed the ongoing slowdown in the labor market and, more broadly, in the US economy. The Aug ....
The geopolitical chessboard is back in session
03/09/2025
In his back-to-school press conference, Prime Minister François Bayrou followed in the footsteps of his predecessor, François Guizot, the sh ....
Trump pushes, Powell gives in
27/08/2025
For many months, Jerome Powell has been struggling to maintain a precarious balance between the US Federal Reserve's two mandates—price stab ....
September already played out for the Fed?
20/08/2025
The American economy, a black belt in judo? Macroeconomic publications across the Atlantic follow one another and seem to tirelessly send th ....
The Mithridatization of Financial Markets
14/08/2025
In the first century BC, the Persian king Mithridates VI was known to regularly consume small doses of poison, thereby accustoming his body ....
The US Senate's Techno-Optimist Manifesto
23/07/2025
"Techno-optimists believe that societies, like sharks, grow or die." Marc Andreessen uses this unorthodox definition to describe techno-opti ....