Loader image
Enguerrand Artaz
The German paradox

The German paradox

After setbacks in several Länder, Friedrich Merz’s CDU – the keystone of the coalition in power – emerged weakened, casting...

Defying gravity

Defying gravity

Just as hope was fading, 2025 turned out to be the long-awaited year for Europe in the markets. 2026 began...

The PISA Tower

The initial results of the latest PISA survey, which measures the ability of 15-year-old pupils to apply their knowledge in...

The PISA Tower
France: The markets in the countryside

France: The markets in the countryside

The political season is still ahead of us, the final cast of the presidential election is far from being fixed,...

At a crossroads for interest rates

The French OAT[1] has risen above 4% for the first time since 2009, the US 30-year yield is at its...

At a crossroads for interest rates
Recess is over in South Korea

Recess is over in South Korea

4.1 per cent. This is the average daily fluctuation – up or down – of the South Korean stock market’s...

Japan’s quiet revolution

Japan is all the rage. The powerful appeal of Japanese culture and the very low value of the yen led...

Japan’s quiet revolution
A reversal

A reversal

As expected, the European Central Bank (ECB) raised its key interest rates by 0.25% following its meeting on 11 June....

Semiconductors : Europe’s quiet comeback

The AI revolution continues to drive the markets and underpin economic growth. Investors, however, have gradually shifted their focus to...

Semiconductors : Europe’s quiet comeback
Draghi or Trichet?

Draghi or Trichet?

Will Mario Draghi go down in European history as the man who preached in the wilderness? The highly pertinent conclusions...

Jay Powell’s final hurrah

After more than eight years at the helm of the US Federal Reserve (Fed), Jerome Powell chaired his final monetary...

Jay Powell’s final hurrah