Anglais
A 4 to 7 pages document published every Monday morning, on a key current subject for the markets, always with operational conclusions in terms of investment strategy.
3 mai 2022
Inversion of the yield curve, recession and asset allocation
26 avr. 2022
Is the bond bear market about to end?
19 avr. 2022
Le Pen may be the next president, so what should we do?
7 avr. 2022
What if Marine Le Pen were to win?
4 avr. 2022
Possible war dividends for European investors
29 mars 2022
We should serenely prepare for a war economy in Europe
22 mars 2022
The war, Russia and Chinese equities
15 mars 2022
The war in Ukraine exacerbates the stagflation risk. What can we do to safeguard the real value of portfolios?
8 mars 2022
War in Ukraine: what could bring back confidence?
25 févr. 2022
War in Ukraine and the markets
22 févr. 2022
US inflation peaks are often followed by recessions
14 févr. 2022
Can we still be bullish oil?
7 févr. 2022
So what should we do after a correction?
31 janv. 2022
The Russia-Ukraine conflict is escalating: what should we do?
25 janv. 2022
Is the situation close to that of September 2018?
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