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24 September
2024
_ NEWS

Rates down, growth down: Can the Fed save the economy?

The Fed announced a 50 basis point cut, marking the start of a period of monetary easing. Despite......

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17 September
2024
_ NEWS

Rate cuts and the market: what to expect

The ECB recently cut interest rates for the second time with inflation at 2.2 percent, shifting the......

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10 September
2024
_ NEWS

Falling rates: will it be too late for the FED?

In recent months, global stock indexes have shown gains of 2 percent, but increased volatility and......

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22 July
2024
_ NEWS

Earnings season: where to find attractive valuations

We enter the height of earnings season in America and Europe, where an easing of restrictive......

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15 July
2024
_ NEWS

S&P 500: handle with care

The recent French elections generated a tripartite parliament, increasing political uncertainty and......

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09 July
2024
_ NEWS

Pre-earnings season slowdown and euphoria

Last week, US labour data showed a slowdown in the economy, with the unemployment rate on the rise......

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02 July
2024
_ NEWS

Polarization of markets: AI euphoria and soundness of century-old companies

The week ended with almost unchanged performance in stock and bond markets. Friday's PCE data......

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