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Clement Inbona
The dealer in rare earths versus the dealmaker

The dealer in rare earths versus the dealmaker

On 30 October 2025, the two most powerful men in the world, Xi Jinping and Donald Trump, met in Busan in South...

Should I Stay or Should I Go?

Should I Stay or Should I Go?

Since the appointment of the Lecornu government on Sunday 5 October at 8:00 p.m. in France, the catchy chorus of...

Up on the tightrope

The position of Chair of a central bank sometimes resembles that of a juggler perched on a tightrope – a...

Up on the tightrope
The Fed: a village under siege

The Fed: a village under siege

With every day that passes, the US Federal Reserve is looking more and more like the Gaulish village in the...

Migration shock = economic shock?

To date, the economic policy of the Trump administration has revolved around three flagship reforms: the trade war, the Big...

Migration shock = economic shock?
Mr Too Late versus TACO

Mr Too Late versus TACO

The last Fed meeting gave rise to a new skirmish between the US President – recently awarded the nickname of...

When the uncertain becomes certain

New twists in the trade war waged by the Trump administration against the rest of the world. The latest episodes...

When the uncertain becomes certain
The vice tightens on rates

The vice tightens on rates

Since the bombshell announcements of “Liberation Day”, most major asset classes have recouped the drastic falls of early April. All...

A Go player versus a golf player

On your left, Xi Jinping, general secretary of the Chinese Communist Party. On your right, Donald Trump, 47th president of...

A Go player versus a golf player
Battle stations!

Battle stations!

Forget the Magnificent Seven, that exclusive club of US mega-stocks linked, in particular, to the tech and AI sectors. The...

In the US, the Overton window is wide open

Also known as the window of discourse, the Overton window refers to the range of ideas and opinion that the...

In the US, the Overton window is wide open