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.
9 juin 2025
Section 899: danger?
3 juin 2025
Tariffs: where are we heading?
26 mai 2025
Is it really the end of American exceptionalism?
20 mai 2025
Equities: eight bearish arguments and three bullish ones
13 mai 2025
Simple question: where will the S&P 500 be in three months?
29 avr. 2025
What about Chinese equities?
24 avr. 2025
Trump and Powell: one controversy too far ?
7 avr. 2025
Liberation Day and asset allocation
2 avr. 2025
France: Still 2 years left before the presidential elections…
1 avr. 2025
Gold: should we continue to increase positions?
25 mars 2025
Why we are overweight European credit
18 mars 2025
Is there a risk of recession in the US?
10 mars 2025
Germany’s and Europe’s awakening: what next?
24 févr. 2025
Market impact of Friedrich Merz’s victory
18 févr. 2025
Should we continue to overweight China?
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