
End of cycle for the ECB?
11/06/2025
2 min
Against all expectations, the ECB surprised the markets. As expected, it implemented a further rate cut—the eighth in a year—bringing the deposit rate to 2%. But it was Christine Lagarde's tone that caught the attention. The ECB president displayed unexpected ...
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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. ....

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 ....