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Enguerrand Artaz
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

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,...

Chronicle of impermanence

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

Chronicle of impermanence
Socrates and trade tariffs

Socrates and trade tariffs

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

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...

The importance of words
Bogeyman Powell

Bogeyman Powell

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

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 eurozone – risk in France and hope from Germany
The Impact of Donald Trump's Election : A 10 Minutes Overview

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...

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...

It's the economy, stupid¹
ECB: now’s the time to accelerate

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...

Reviving the dragon: China awakens

The story had become all too familiar. China’s economy was stalling, consumer confidence was deteriorating, and the property bubble was...

Reviving the dragon: China awakens