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 ....

5%: the finish line for the American 10-year?

31/10/2023

The (very temporary) crossing of the symbolic threshold of 5% on the American 10-year rate last Monday left its mark but was ultimately not ....

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 ....

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 ....

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 ....