From an all-out globalization towards the big dislocation?
In the same way that technology accelerates or even amplifies economic and sociological changes, politics is shaking up the international scene. A primary...
Fearing recession is useless, think economic cycle
The often-changing mood of the stock markets is now reaching the U.S. political scene where President Donald Trump is celebrating each S&P 500 new record...
Finance and geopolitics in a double twitch
Summer was not only hot weather-wise, it was also hot on the stock markets where Donald Trump’s candid tweets, the big unknown of the negative rates and the...
Jerome Powell disappoints the stock markets’ artificial certainty
The latest FOMC’s statement confirmed two things namely a fundamental data and a circumstantial data. Firstly, stock markets don’t enjoy uncertainty...
About trade talks and Fed’s rates, beware of disappointment
The short-term evolution of main stock market indexes looks like a repetitive loop with a brief period of euphoria followed with a brief period of depression....
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