Actualités

Rational exuberance?

04/11/2025

2 min

In 1996, Alan Greenspan, then chairman of the US Federal Reserve, delivered a now-famous speech to the American Enterprise Institute, warning against the risk of "irrational exuberance." He denounced the stock market euphoria fueled by the internet revolution ...

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 ....

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 ....