No respite for rates
06/01/2025
If December 2023 had been marked by a very sharp drop in rates, we have experienced the complete opposite in recent weeks. The American 10-y ....
And yet...
17/12/2024
The December monetary policy meeting is also an opportunity for the ECB to review its macroeconomic scenario. The European institution has t ....
More than central banks before the holidays
10/12/2024
A few cables away from the end of the year which, with the exception of French equities, promises to be a relatively good year for all asset ....
Who will stop the euphoria of the American markets?
06/12/2024
Despite a relatively calm week across the Atlantic, cut short by Thanksgiving and Black Friday, the American stock indices continued their i ....
United States – Eurozone: the big gap
27/11/2024
The publication of the PMI activity indicators on both sides of the Atlantic for the month of November reflected the huge gap that now exist ....
Markets are feverish before the elections (and the Fed)
31/10/2024
Financial markets have been moving erratically over the past week and will probably have to wait for the outcome of the US elections and the ....
The big gap
15/05/2024
The kickoff for monetary easing seems, finally, to have been launched. Sweden, in fact, joined the club of the first rate cuts last week. Af ....
The Fed is taking its time (for now)
08/05/2024
As the prospects of monetary easing from the Fed became more and more distant, we finally had some answers last week. So yes, the institutio ....
Jerome Powell backpedal
24/04/2024
The consequences of tensions in the Middle East are, for the moment, still relatively minimal for the financial markets, like, for example, ....