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Enguerrand Artaz
The purse strings

The purse strings

Enguerrand Artaz, Strategist, La Financière de l’Échiquier (LFDE) | December 2025 We probably need to go back fifteen years to...

Whatever happened to trade tariffs?

Whatever happened to trade tariffs?

Worries about trade tariffs – a major source of stress at the start of the year – seem to have...

When consumers sneeze, investors catch a cold

The stratospheric results of Nvidia, the highly confident statement from its CEO and the enthusiasm of its followers were clearly...

When consumers sneeze, investors catch a cold
Comparable doesn’t mean identical

Comparable doesn’t mean identical

Renowned investors such as Michael Burry – famous for having anticipated the subprime crisis – are betting on a fall...

The cockroach in the mine

A “canary in a coal mine”, in keeping with the usual expression, or a “cockroach”, with many more to follow,...

The cockroach in the mine
AI: growth without employment?

AI: growth without employment?

The US economy looks to be on the right track, with GDP growth revised up to 3.8% on an annualised...

Is it time to reinvest in France?

In principle, there is little to kindle investor appetite for France: a fifth Prime Minister in under a year and...

Is it time to reinvest in France?
Who will foot the bill?

Who will foot the bill?

This is the question fuelling economists’ debates, the speculation of market players, disagreements between bankers, and Trump’s diatribes: will the...

Pole shift

Europe has been a bogeyman for investors for a long time now. Unreadable politics, lacklustre growth, a hesitant central bank,...

Pole shift
Turning point

Turning point

Just a little over two months ago, “Liberation Day” caused a wave of panic, yet it is already history. Equity...

The revenge of the domestics

There have been many celebrations throughout the ages where domestic servants have become the equal or even taken the place...

The revenge of the domestics