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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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A market in search of benchmarks
11/11/2025
The end of the longest federal government shutdown in history finally seems within reach. This weekend, a split among some Democratic senato ....
Rational exuberance?
04/11/2025
In 1996, Alan Greenspan, then chairman of the US Federal Reserve, delivered a now-famous speech to the American Enterprise Institute, warnin ....
The most important week of the year-end?
29/10/2025
Financial markets ended the week in turmoil, shaken by rising concerns about the strength of US bank credit. Two regional banks, Zions Banco ....
Serial turbulence for the banking sector
22/10/2025
Financial markets ended the week in turmoil, shaken by rising concerns about the strength of US bank credit. Two regional banks, Zions Banco ....
Rare Earths and Sino-American Tensions : The Awakening of "Trump's Krakatoa"?
17/10/2025
Marked by significant market volatility, last week ended with Donald Trump's angry outcry. The S&P 500 fell 2.71% last Friday, and the N ....
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 ....