May 2023 – Markets & Convictions
Stock markets are holding up despite the bank failures in the United States. Equity investors seem to be ignoring the…
March / April 2023 – Markets & Convictions
The recent decline of American and Swiss banks, SVB and Credit Suisse, highlights the potential impact of rising…
February 2023 – Markets & Convictions
Mr. Powell's press conference following the recent FED rate hike was certainly one of the strangest in many years. The…
January 2023 – Markets & Convictions
Equity markets ended the year 2022 largely in the red: S&P500 -19.44% / Nasdaq -32.97% / Europe Stoxx600 -12.9% /…
December 2022 – Markets & Convictions
Since the beginning of October, markets have experienced a significant AND generalized rebound Discover our Macro…
November 2022 – Markets & Convictions
Always and again the central banks, with the FED in the lead which has just raised its key rate to 4%. As a reminder,…
October 2022 – Markets & Convictions
In the background, let's not forget the primary mission of the FED which is clearly to curb this high inflation…
Août 2022, Situation & Convictions
Points Macro, Marchés – Le dossier de l’inflation reste essentiel, tous les marchés sont concentrés sur les différentes…
Juin – Juillet 2022, Situation & Convictions
Points Macro, Marchés – Depuis plusieurs mois les économistes et banquiers centraux sont concentrés sur le dossier de…
Mai 2022, Situation & Convictions
Points Macro, Marchés – Le mix de tensions géopolitiques + économies en phase de décélération + inflation + hausse du…
Avril 2022, Situation & Convictions
Points Macro, Marchés – La situation géopolitique ne s’améliore toujours pas et une augmentation des dépenses…
Mars 2022, Situation & Convictions
Points Macro, Marchés – Le mix de tensions géopolitiques + économies en phase de décélération + inflation + hausse du…
