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Enguerrand Artaz
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

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...

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...

Recess is over in South Korea
Japan’s quiet revolution

Japan’s quiet revolution

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

A reversal

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

A reversal
Semiconductors : Europe’s quiet comeback

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...

Draghi or Trichet?

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

Draghi or Trichet?
Jay Powell’s final hurrah

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...

And in the end, is it China that wins?

It would be hard to find a more striking contrast in the way the conflict in Iran is being managed....

And in the end, is it China that wins?
TACO without flavour

TACO without flavour

The acronym TACO, standing for ‘Trump Always Chicken Out[1] ’, emerged in the summer of 2024 to describe the Republican...

The central banks’ dilemma

The surge in energy prices has quickly brought to mind a term synonymous with a highly unfavourable environment for the...

The central banks’ dilemma