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Less uncertainty but no more visibility for the Fed

Less uncertainty but no more visibility for the Fed

Despite constant pressure from the White House, the Fed is keeping its key rates unchanged. While uncertainty seems less pronounced than a few weeks ago, visibility remains limited. The Fed expects...
Our Logo June 19, 2025 at 03:13 pm
Should we be contrarian on the dollar?

Should we be contrarian on the dollar?

This is one of the big stories of 2025 on the markets: the reallocation of international investors' portfolios. The US trade policy and abysmal deficits are leading to reduced exposure to US assets:...
Our Logo June 17, 2025 at 04:03 pm
Currencies:  On the brink

Currencies: On the brink

The dollar fell sharply again last week against the major G10 currencies, and it took Israel's surprise attack on Iran to give it some respite. But will that be enough to prevent it from plunging...
Our Logo June 17, 2025 at 09:04 am
The Best Articles of the Week:  the dollar is broken, AI hasn't killed browsers, and the return of feudalism

The Best Articles of the Week: the dollar is broken, AI hasn't killed browsers, and the return of feudalism

This week, Les Beaux Articles takes you to a world where the dollar is losing its bearings, US bonds are no longer obeying anyone, and the economy is turning absurd in the hushed salons of the Wall...
Our Logo June 06, 2025 at 09:35 am
CAC40:  slight decline, record high for the DAX, interest rate tensions at their peak

CAC40: slight decline, record high for the DAX, interest rate tensions at their peak

The CAC40 fell slightly while the DAX40 broke a new all-time high and the Euro-Stoxx50 remained inWall Street deepened its losses slightly, with declines ranging from 0.4% to -0.9% ... but the...
Our Logo May 21, 2025 at 04:45 pm
A wait-and-see meeting for the Fed

A wait-and-see meeting for the Fed

As expected, the Fed left its key rates unchanged. With US trade policy posing downside risks to growth and upside risks to inflation, Jerome Powell could deliver only one message: we must wait and...
Our Logo May 08, 2025 at 09:40 am
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