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La vision des marchés - Automne 2024
17/10/2024
Contexte économique
Who can stop the S&P 500?
17/10/2024
$50 trillion! This is the record amount that the S&P 500 market capitalization has just reached. Despite tensions in the Middle East, po ....
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, ....
Bad times for US doves
17/04/2024
Again. After the employment report two weeks ago, the publication of the American inflation report for the month of March also came out beyo ....
Madame Lagarde, shoot first!
15/04/2024
So where will the American economy end? The resilience of the world's largest economy, especially in a context of restrictive interest rates ....
The Fed will soon be making choices
08/04/2024
If the financial markets took advantage of the long Easter weekend to take a break before starting a new quarter, the publication of macroec ....
The wind has not changed direction
05/03/2024
The strength of American macroeconomic data at the start of the year undermined the overly optimistic scenario of a significant and rapid re ....