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End of cycle for the ECB?
11/06/2025
2 min
Against all expectations, the ECB surprised the markets. As expected, it implemented a further rate cut—the eighth in a year—bringing the deposit rate to 2%. But it was Christine Lagarde's tone that caught the attention. The ECB president displayed unexpected ...
Top articles
End of cycle for the ECB?
11/06/2025
Against all expectations, the ECB surprised the markets. As expected, it implemented a further rate cut—the eighth in a year—bringing the de ....
A deceptive diplomatic respite
28/05/2025
European markets began the week on a moderately positive note, buoyed by an unexpected softening of the US stance on the trade front. While ....
New Warning for Washington
20/05/2025
Timing-wise, we've seen better. While US assets have been facing distrust from international investors for several months, and Congress is c ....
"My China" back all the way
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The Wall Street Journal aptly summed up last week's turnaround: "Trump finds his master: the markets." Although he claims to pay little atte ....
From MAGA to VUCA, thank you Miran!
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"There can be a slowdown of the economy unless Mr. Too Late, a major loser, lowers interest rates now." While his trade war has generated a ....
Market insight - Spring 2025
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Economic context
"Trumpology"... Socrates is a cat
09/04/2025
In game theory, the prisoner's dilemma illustrates how two individuals, normally perfectly rational, acting according to their own interests ....
Trump(bear)onomics in action
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Between Donald Trump's constant overbidding, his incessant back-and-forths, and his notorious contradictions, it's almost indigestion. It's ....
Wait and see
26/03/2025
In our last meeting on Monday, we emphasized that given the current economic uncertainty in the United States, it was urgent for the Fed to ....