Back to the “Great Moderation”?
Despite the political, monetary, and economic uncertainties that make the context very different, the market seems to believe in the return of the 'Great Moderation,' an economy with growth and…
The China-America Tango will set the rhythm for the year 2024
Together, China and the United States represent over 40% of the global GDP and two-thirds of the world's military expenditures. Needless to say, every year, investors closely watch the developments…
“Joe Biden and America on a Tightrope.”
Joe Biden entered the campaign in a deeply divided America. The legal twists and turns of Donald Trump, the removal of the Speaker of the House, and narrowly avoiding a…
The 10 hot spots of the summer
In the summer of 2022, the pressure is on for central banks, Western and Chinese governments and of course the barometer! 1-Central banks between inflation and threats of recession Since…
The triangle of uncertainty
Disrupted supply, hesitant demand, political tensions and fractures, this triangle of uncertainty has plunged the markets into doubt. Could everything change quickly? After a historic performance in 2021 with a…
The time of fragmentations
The pandemic is back, and central banks are looking for the right balance, but fragmentation is dominating. To the point of calling into question the announced monetary tightening?Since the beginning…
Hidden Gem and future winners
Hidden Gem and future winners Great European Models (Gems) offer a tantalising glimpse of long-term future profits Why has economic profit/loss become more skewed to certain companies in the…
Climate Transition, a global priority at the Leaders Summit on Climate
State commitments are key. On the occasion of "Earth Day", the American president organised a virtual climate summit on 22 and 23 April with the main international leaders, including Xi Jinping,…
