Actualités
“Santa Rally”, are you there?
09/12/2025
2 min
It's late October: US stock markets are trading at record highs, the Fed has resumed its rate-cutting cycle after a nine-month hiatus, and investors are holding their breath awaiting the third-quarter results of the "big tech" companies, expected to set the to ...
À la une
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 ....
Trade War Kicks Off
04/02/2025
While the DeepSeek surge on the financial markets was ultimately moderated fairly quickly thanks to good results from Big Tech, investors al ....
De deep blue à deepseek
27/01/2025
Failing to show a robust recovery in European growth, the activity indicators for January confirmed the slow recovery of activity in the eur ....
D-Day
22/01/2025
Since the mid-20th century, modern financial literature has been trying to theorize stock market chance. The question of whether financial m ....
No respite for rates
06/01/2025
If December 2023 had been marked by a very sharp drop in rates, we have experienced the complete opposite in recent weeks. The American 10-y ....
And yet...
17/12/2024
The December monetary policy meeting is also an opportunity for the ECB to review its macroeconomic scenario. The European institution has t ....
More than central banks before the holidays
10/12/2024
A few cables away from the end of the year which, with the exception of French equities, promises to be a relatively good year for all asset ....
Who will stop the euphoria of the American markets?
06/12/2024
Despite a relatively calm week across the Atlantic, cut short by Thanksgiving and Black Friday, the American stock indices continued their i ....
United States – Eurozone: the big gap
27/11/2024
The publication of the PMI activity indicators on both sides of the Atlantic for the month of November reflected the huge gap that now exist ....