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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.
24 Apr 2025
Trump and Powell: one controversy too far ?
7 Apr 2025
Liberation Day and asset allocation
2 Apr 2025
France: Still 2 years left before the presidential elections…
1 Apr 2025
Gold: should we continue to increase positions?
25 Mar 2025
Why we are overweight European credit
18 Mar 2025
Is there a risk of recession in the US?
10 Mar 2025
Germany’s and Europe’s awakening: what next?
24 Feb 2025
Market impact of Friedrich Merz’s victory
18 Feb 2025
Should we continue to overweight China?
10 Feb 2025
Can we expect European equities to continue to outperform US equities?
4 Feb 2025
DeepSeek shock: impact on tech and markets
28 Jan 2025
Trump is not the only one; look also at what Milei is doing
21 Jan 2025
What happens to the markets when Trump raises tariffs?
14 Jan 2025
Long-term bond yields in 2025 and 2026
6 Jan 2025
Possible surprises in 2025 and their impact
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