Les Cahiers Verts de l'Economie : Conseil en stratégie d'investissement, analyse macro-économique (Accueil)
Les Cahiers Verts de l'Economie
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Weekly Editorials

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.

15 juil. 2025

Trump is not so TACO after all: tariffs back on the agenda

8 juil. 2025

What strategy with the strong euro?

1 juil. 2025

Overweighting Small caps in Europe: should we continue?

23 juin 2025

Operation Rising Lion 10 days in

17 juin 2025

Israel/Iran: what should we do?

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?

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