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Jul 15, 2024
July 15th, 2024 - Time to recharge our batteries.
The time has come for the summer break and this will be the last weekly review until the 12th of August. Last year, around the same part...

Jul 8, 2024
July 8th, 2024 - Are consumers (and economies) reaching their limits ?
The central bankers believe that they can engineer a "soft landing" of the economies while pushing inflation to below 2%. Hence they have...

Jul 1, 2024
July 1st, 2024 - A hot month ahead.
July is traditionally a friendly month for risky assets. But with French and UK elections entering the center-stage, not to mention the...

Jun 24, 2024
June 24, 2024 - France: Tough choices ahead for voters (and investors).
France is home for some of Europe's gems whether in luxury, industrials, energy or consumer/household goods. And the likes of L'Oreal,...

Jun 17, 2024
June 17, 2024 - Politicians fight to get elected, but markets eventually rule ...
Politics are back in the forefront in Europe, but we should not forget that the US is having its own presidential elections in early...

Jun 10, 2024
June 10, 2024 - The first rate cuts are here, what happens next ?
The ECB delivered its first rate cut, as widely expected, to bring the deposit rate to 3.75%. This follows the similar Swiss National...
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