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
From MAGA to VUCA, thank you Miran!
23/04/2025
"There can be a slowdown of the economy unless Mr. Too Late, a major loser, lowers interest rates now." While his trade war has generated a ....
Market insight - Spring 2025
22/04/2025
Economic context
"Trumpology"... Socrates is a cat
09/04/2025
In game theory, the prisoner's dilemma illustrates how two individuals, normally perfectly rational, acting according to their own interests ....
Trump(bear)onomics in action
02/04/2025
Between Donald Trump's constant overbidding, his incessant back-and-forths, and his notorious contradictions, it's almost indigestion. It's ....
Wait and see
26/03/2025
In our last meeting on Monday, we emphasized that given the current economic uncertainty in the United States, it was urgent for the Fed to ....
The noose is tightening
18/03/2025
Is the golden age turning into a leaden age? The hopes raised in the financial markets by the election of Donald Trump and his "pro-growth" ....
Dolos, Nero… Donald Trump, slayer but savior of Europe?
11/03/2025
Donald Trump will have succeeded in a few days in what most European countries have been calling for for over a decade now: to remove the Ge ....
The Divided West
04/03/2025
Talks between kyiv and Washington seemed to be going well last week. The United States and Ukraine were considering creating a reconstructio ....
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 ....