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Publications & Press


Monthly report, December 2024
The election of Donald Trump has only accentuated the outperformance of US equities, driving the dollar to its highest level of the year.
Dec 2, 20243 min read


Monthly report, November 2024
The market has already positioned itself for a Donald Trump victory and partly for a Republican victory in the Senate...
Nov 4, 20243 min read


Market & Strategy Update - Q4 2024
Expectations that the Fed will cut rates more aggressively than its peers are likely to be proven wrong, supporting the USD against major...
Oct 8, 20244 min read


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...
Oct 3, 20243 min read


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...
Sep 1, 20243 min read


Monthly report, August 2024
Trends in vogue in 2023 and 2024, such as long Mag7 or short JPY against USD, are being seriously challenged.
Aug 8, 20243 min read


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 30, 20243 min read


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...
Jun 4, 20243 min read


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...
May 2, 20243 min read
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