Publications

Between Disinflation and Geopolitical Risks

Stocks rally despite U.S. slowdown. Growth slows, markets rise

Markets are entering a period of uncertainty

Disinflation returns as investors eye earnings.

Between disinflation and doubts about AI - A market in search of new catalysts

The central banks’ dance

Geopolitical tensions ease

The scenario of higher interest rates is gaining ground

Markets are banking on a de-escalation in the Middle East

Energy inflation and rising interest rates put macroeconomics back in the spotlight

Markets Swing Between AI and Inflationary Pressures

Artificial Intelligence versus Geopolitics