Actualités
December FOMC: Heading towards 2026?
02/12/2025
2 min
December is shaping up to be a pivotal month for the Federal Reserve. As the year-end meeting approaches, uncertainty remains: the Fed is still divided, and while the more dovish stances of some members have already fueled expectations of rate cuts, the latest ...
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Market insight - Spring 2025
22/04/2025
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
02/04/2025
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 ....
The noose is tightening
18/03/2025
Is the golden age turning into a leaden age? The hopes raised in the financial markets by the election of Donald Trump and his "pro-growth" ....
Dolos, Nero… Donald Trump, slayer but savior of Europe?
11/03/2025
Donald Trump will have succeeded in a few days in what most European countries have been calling for for over a decade now: to remove the Ge ....
The Divided West
04/03/2025
Talks between kyiv and Washington seemed to be going well last week. The United States and Ukraine were considering creating a reconstructio ....
Europe: the end of illusions
19/02/2025
Europe is never as strong as when it is cornered, and European construction has often been achieved in difficult times. We could be on the v ....
The Thucydides Trap
12/02/2025
While last week began with concern over Donald Trump's announcements on customs tariffs, the markets were finally able to absorb these tensi ....