News

With rate cuts in the US increasingly unlikely, unrest is stirring on the markets. Are we now veering towards a more perilous scenario?

An economic recovery in Europe seems increasingly likely. But it is particularly the prospect of a recovery orchestrated by monetary policy rather than fiscal policy that appeals to the financial markets.

Perhaps the best surprise of the past year and a half was the disinflation without increased unemployment (“immaculate disinflation”) seen in 2023. However, this trend seems to have stalled in the US in the first three months of 2024.

« After 15 years of close collaboration with Sophie, Gustavo and François-Xavier, it is with great serenity that I hand over the reins to them for good! »