Anglais
A 4 to 7 pages document published every Monday morning, on a key current subject for the markets, always with operational conclusions in terms of investment strategy.
2 avr. 2025
France: Still 2 years left before the presidential elections…
1 avr. 2025
Gold: should we continue to increase positions?
25 mars 2025
Why we are overweight European credit
18 mars 2025
Is there a risk of recession in the US?
10 mars 2025
Germany’s and Europe’s awakening: what next?
24 févr. 2025
Market impact of Friedrich Merz’s victory
18 févr. 2025
Should we continue to overweight China?
10 févr. 2025
Can we expect European equities to continue to outperform US equities?
4 févr. 2025
DeepSeek shock: impact on tech and markets
28 janv. 2025
Trump is not the only one; look also at what Milei is doing
21 janv. 2025
What happens to the markets when Trump raises tariffs?
14 janv. 2025
Long-term bond yields in 2025 and 2026
6 janv. 2025
Possible surprises in 2025 and their impact
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