Actualités
Bad times for US doves
17/04/2024
2 min
Again. After the employment report two weeks ago, the publication of the American inflation report for the month of March also came out beyond expectations. It thus probably seals the hopes of the most dovish on the number of rate cuts to expect from the Fed, ...
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Market insight - Autumn 2023
23/10/2023
Economic context
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 ....
Harder, Better, Faster, Stronger
02/03/2023
The most heralded recession in history is struggling to show up. The activity indicators published for February in Europe and the United Sta ....
la vision des marches - hiver 2023
03/02/2023
Contexte économique : L’activité manufacturière mondiale a beau se contracter depuis plusieurs mois déjà, la croissance mondiale continue de ....
Il est où, hein, le Youki ?
20/12/2022
Les fins mélomanes auront reconnu le clin d’œil à la chanson humoristique de Richard Gotainer. Dans ces quelques lignes, nous ne traiterons ....
Ça passe !
06/12/2022
La semaine cruciale que nous mentionnions dans notre dernier rendez-vous du lundi s’est finalement déroulée sans encombre. Dans le cadre d’u ....