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
« Data-dependence » leads to overreaction
15/02/2022
En abandonnant la forward guidance au profit d’une approche résolument « data-dependent », la FED a fait le choix de laisser les investisseu ....
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"Good news is bad news"
09/02/2022
Après la Fed, la BoE et la BCE ! Les deux principales banques centrales européennes, qui tenaient leur réunion de politique monétaire la sem ....
A new lunar year
01/02/2022
Until now , and without too much trouble for the financial markets, Jerome Powell had succeeded by clever communication, to engage the Ameri ....
Vision des marchés - Hiver 2022
31/01/2022
Contexte sanitaire Le raz de marée Omicron permet de confirmer que ce dernier variant est désormais bien moins dangereux que les précédents. ....
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Changes in the market perception
25/01/2022
The time of optimism, which prevailed on the financial markets, seems already far away. Indeed, if last year investors got along rather well ....
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The "Quantitative Tightening" fear
18/01/2022
Between the tightening of the Fed's balance sheet (Quantitative Tightening) and the term "anxiety", derived from the Latin angustia (narrow ....
L'éditorial : Nuances de verts
18/01/2022
Chers clients, chers amis, Au-delà de mes vœux de récession des vagues épidémiques, je vous invite à saisir au bond la vague verte qui s’app ....
The glass is definitely half full
17/01/2022
Regardless of the variant, be it Delta or Omicron, inflation and monetary tightening ahead, financial markets have been (and remain) staunch ....
When the seagulls have their feet, it's time to turn!
17/01/2022
While Jerome Powell had long hesitated, during the year 2021, to take the step of monetary tightening, arguing of transitory inflation and a ....