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The stock market returns to "Risk On"

The stock market returns to "Risk On"

Donald Trump appears to have shifted from an aggressive stance to a more conciliatory tone within just a few days regarding the financial markets. Investors have taken note, gradually returning to...
Our Logo April 25, 2025 at 09:13 am
Can Donald Trump oust Jerome Powell?

Can Donald Trump oust Jerome Powell?

Yesterday, the conflict between Donald Trump and Jerome Powell reignited. The US president believes that the Fed should reduce its key interest rates more rapidly. He also reiterated his threats to...
Our Logo April 22, 2025 at 06:03 am
Rates:  Powell adopts the dovish attitude

Rates: Powell adopts the dovish attitude

Sometimes it doesn't take much to be happy. Not because the Fed has a clear vision to share, but rather because it has avoided the words that traditionally anger investors: out-of-control inflation,...
Our Logo March 24, 2025 at 06:58 am
Fed:  the dovish pause and the return of transitory inflation

Fed: the dovish pause and the return of transitory inflation

As expected, the Fed left its key rates unchanged yesterday. A pause accompanied by a speech perceived by the market as dovish. The meeting also marked the return of transitory inflation.
Our Logo March 20, 2025 at 10:19 am
Recession hits markets like a boomerang

Recession hits markets like a boomerang

After having been long awaited, then dismissed as an economic scenario, the recession is back in the news with a vengeance. Tariff announcements have created uncertainty and dented the confidence of...
Our Logo March 13, 2025 at 11:43 am
Currencies:  A little more effort

Currencies: A little more effort

The recent actions of the White House now seem to have only a limited effect on the dollar's trend. While the dollar is still benefiting from a favorable environment , its upward momentum has waned...
Our Logo February 17, 2025 at 05:24 am
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