Actualités

The big gap

15/05/2024

2 min

The kickoff for monetary easing seems, finally, to have been launched. Sweden, in fact, joined the club of the first rate cuts last week. After the Swiss National Bank in March, the Riksbank decided last Wednesday to lower its key rates for the first time in 8 ...

« Higher for longer » is over

05/12/2023

It was not good to be short in November. Almost all asset classes, with the notable exception of raw materials, ended with performances that ....

Who will stop the end of year rally?

28/11/2023

The financial markets, it seems, did not wait for Christmas to open their presents. Despite a slightly quieter week due to Thanksgiving, and ....

The best of both worlds ?

21/11/2023

The markets were just waiting for this! By adopting a slightly more dovish tone than in his last statements, Jerome Powell, within the frame ....

All it takes is a sign

07/11/2023

The markets were just waiting for this! By adopting a slightly more dovish tone than in his last statements, Jerome Powell, within the frame ....

Powell doesn't know which way to turn

26/10/2023

Expected by the financial markets, Jerome Powell's intervention before the Economic Club of New York will have left investors wanting more. ....

Le yoyo sur les taux

23/10/2023

Volatility continues to be exacerbated on long-term interest rates, particularly on the American 10-year bond. After the strong acceleration ....

Rates and equities are not on the same wavelength

12/10/2023

The recent upward movement in interest rates is focusing investors' attention more than ever on macroeconomic data, in search of signs of a ....

Shutdown averted, bad news for markets?

09/10/2023

As usual, the United States periodically re-enacts the psychodrama of the shutdown, if not the debt ceiling. This time, Congress narrowly av ....

BAIL OUT OR NOT BAIL OUT?

22/03/2023

"This is a commercial solution, not a Bail Out", what a strange formulation used by the Swiss finance minister to qualify the acquisition of ....