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Enguerrand Artaz
Already liberated from Liberation Day?

Already liberated from Liberation Day?

On 2 April 2025, Donald Trump held his long-awaited “Liberation Day” and – with a cardboard chart to back him...

A question of trust

A question of trust

A few months ago, the succession of record highs for US equities was headline news in the financial press. In...

Consumers – the focus of worries – and hopes

Donald Trump’s second mandate differs from his first in many respects, and particularly with regards to consumer confidence. In 2016,...

Consumers – the focus of worries – and hopes
Chronicle of impermanence

Chronicle of impermanence

Even in the age of the most creative AIs, imagining Donald Trump as a Buddhist sage requires a fertile imagination....

Socrates and trade tariffs

The opening salvo was quick to come. Faithful to the promises given at his inauguration, Donald Trump launched his trade...

Socrates and trade tariffs
The importance of words

The importance of words

The biggest drop in US 10-year yields since the panic at the start of August 2024, the most significant easing...

Bogeyman Powell

Last year, after the December meeting of the US Federal Reserve (Fed), its Chair Jerome Powell gave a surprisingly accommodative...

Bogeyman Powell
The eurozone – risk in France and hope from Germany

The eurozone – risk in France and hope from Germany

As 2024 draws to a close, it’s no exaggeration to say that it has not been very favourable for European...

The Impact of Donald Trump's Election : A 10 Minutes Overview

After a heated political campaign and the anticipation of a very close election, it’s Republican candidate Donald Trump who becomes...

The Impact of Donald Trump's Election : A 10 Minutes Overview
It's the economy, stupid¹

It's the economy, stupid¹

With GDP growing at close to 2.5% in 2024, unemployment running at just 4.1%, inflation back below 3%, and US...

ECB: now’s the time to accelerate

“Have we broken the neck of inflation? Not yet. Are we in the process of breaking that neck? Yes.” Using...

ECB: now’s the time to accelerate