The Fed will soon be making choices
08/04/2024
If the financial markets took advantage of the long Easter weekend to take a break before starting a new quarter, the publication of macroec ....
The wind has not changed direction
05/03/2024
The strength of American macroeconomic data at the start of the year undermined the overly optimistic scenario of a significant and rapid re ....
The Nvidia frenzy
29/02/2024
In a US equity market driven by the theme of generative artificial intelligence models and more generally by technologies linked to AI, inve ....
Inflation: the false flat (amount) before arrival?
20/02/2024
The latest American inflation figures, published last week for the month of January, came out above expectations and dampened the hopes of t ....
A start to the lunar year!
14/02/2024
Equity and bond markets can, at certain times, and this is currently the case, send contradictory signals. We have already been able to expl ....
Central banks are reframing (a little) the markets
30/01/2024
After a relatively calm week on the macroeconomic data front, central banks will return to the game this week starting this Thursday. The EC ....
Man is the measure of all things
18/01/2024
The most anticipated macroeconomic data of last week, American inflation came out slightly above expectations without this unduly disrupting ....
The holidays have seized up the markets
11/01/2024
While the start of the year is generally conducive to a green start for the stock markets, the first days of 2024 contrast sharply with the ....
FED Christmas Pivot
19/12/2023
The central bankers' ball was not easy last week. Recent inflation figures in the United States argue for a certain prudence on the part of ....