Monthly report, October 2024
Those who persist in denying China's importance in the financial markets will regret it over the coming months, and it would be a mistake...
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Publications & Press
Sep 232 min
Charts of the Week
While commodities are likely to be back on investors’ radars in the coming months as inflation concerns resurface, Platinum Group Metals...
Sep 13 min
Monthly report, September 2024
The US Federal Reserve is set to begin its first round of rate cuts on September 18. If it's in response to falling inflation...
Aug 292 min
Charts of the Week
Equities and bonds are currently signaling two very different scenarios. Bonds are pricing in aggressive rate cuts, which...
Aug 132 min
Charts of the Week
Global equity indices went through major declines in early August, with the Nikkei crashing 12% in JPY
terms, the biggest daily drop...
Aug 83 min
Monthly report, August 2024
Trends in vogue in 2023 and 2024, such as long Mag7 or short JPY against USD, are being seriously challenged.
Jul 192 min
Charts of the Week
The odds of a Trump victory have risen significantly in recent weeks following Biden’s poor debate
performance and Trump’s assassination...
Jun 303 min
Monthly report, July 2024
French political tensions are weighing heavily on the CAC 40 and, to a lesser extent, on European indices. The US market is outperforming...
Jun 212 min
Charts of the Week
France, with around EUR 300bn of debt set to be refinanced or issued this year, the rising risk of a
populist government...
Jun 43 min
Monthly report, June 2024
After a series of US economic figures that fell slightly short of expectations, a recent spate of robust data has raised...
May 292 min
Charts of the Week
Europe may be facing a much weaker growth environment than the US, but signs are currently pointing to marginal improvement...
May 122 min
Charts of the Week
In this latest edition of our weekly market update: Moderate weakness in labour market data revives goldilocks narrative; A distinctly...
May 23 min
Monthly report, May 2024
In the latest edition of our monthly report: US tourists invade Europe In Paris, on the Côte d’Azur or in Switzerland, they are...
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