Actualités

Rare Earths and Sino-American Tensions : The Awakening of "Trump's Krakatoa"?

17/10/2025

2 min

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 Nasdaq 3.56%, their largest one-day decline since April. Breaking the truce agreed in the spring, the Sino-American stand ...

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 ....

Make or Break !

29/11/2022

A quelques encablures de la fin d’année, les marchés financiers ont rattrapé, en un peu moins de deux mois, une bonne partie des pertes enre ....