Another way to appreciate the fundamental ‘change of regime’ that is shaking the markets throughout the world. Economic policies...
Balance budgétaire US Les taux peuvent-ils augmenter dans un contexte de croissance et d’inflation atones ? Nous suggérons que...
In this post we take a closer look at the recent dynamics of the USD. Relative expectations and economic...
The Wall Street Journal digs into the recent equity valuation boost foreseen in our previous note. Beware however, the...
The US banking sector had a bumpy ride recently, almost as rocky as the mountain of expectations surrounding the...
George Magnus seems to share the idea of some economic timing behind the recent announcement of a snap general...
Same markets, same statistics, two sets of propositions. Make your mind ! Is the ‘Trump effect’ real ? The...
Yet another emerging tantrum … James Mackintosh makes a nice parallel in the the Wall Street Journal between the...
