Publications

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

Companies report solid earnings but macro context uncertain