Publications

Inflation brings central banks back into the spotlight

Tensions resurface

U.S. Budget risk spills over into the markets

Between Disinflation and Geopolitical Risks

Stocks rally despite U.S. slowdown. Growth slows, markets rise

Markets are entering a period of uncertainty

Disinflation returns as investors eye earnings.

Between disinflation and doubts about AI - A market in search of new catalysts

The central banks’ dance

Geopolitical tensions ease

The scenario of higher interest rates is gaining ground

Markets are banking on a de-escalation in the Middle East