Category: Investment flash

The financial markets reacted positively to the first truce on April 7 and the second granted to China on May 12. These truces are far from being an announcement of future trade agreements that would allow [...] The 10% tariffs will remain four times higher than the previous 2.3% duties Discover our Investment Flash down [...]

After the shock of April 2nd and the subsequent collapse of the markets, the “relief rally” that developed on the announcement of the 90-day postponement of the introduction of “reciprocal” tariffs is now probably [...] It's time once again to reduce risk in U.S. equities Discover our Investment Flash down below: Read more To make [...]

The publication of US GDP for the 1st quarter is imminent, while the consensus forecasters are steadily lowering their estimates to just +0.3% annualized. The shock could be [...] The Federal Reserve won't be able to remain indifferent for long Discover our Investment Flash down below: Read more To make sure you don't miss any [...]

In our Flash of January 22nd, 2025, we warned that expectations seemed extreme for the dollar, whose trade-weighted index (108) we expected to slide over the next few months. Today, our expectations have [...] After a -10% fall, the time for a rebound is certainly approaching Discover our Investment Flash down below: Read more To [...]

China has announced economic incentives in recent months in an attempt to boost domestic demand, while the trade war with the USA rages on. China had prepared for this by [...] Chinese exports to the United States account for only 3% of GDP Discover our Investment Flash down below: Read more To make sure you [...]

On February 24, the “Warning Sign” flash on Wall Street suggested adopting a cautious strategy by lowering exposure to equities in favor of fixed-income investments. Today, five weeks later, the Nasdaq [...] Trump prepares to negotiate tariffs country by country Discover our Investment Flash down below: Read more To make sure you don't miss any [...]

Crude oil prices remained broadly unchanged in the 1st quarter, despite wide fluctuations during the period. Between geopolitical risks, economic scenarios shifting from growth to recession, a potential increase in OPEC+ supply and a further tightening of sanctions against [...] Very attractive earnings growth and relative valuations Discover our Investment Flash down below: Read more [...]

With only a week to go until April 2nd, Liberation Day, when Trump's tariff policy will be detailed, uncertainty remains very high, even if it seems that financial markets are tempted to “bet” on further White House backtracking, as suggested by [...] But the risk of recession is rising dangerously Discover our Investment Flash down [...]

The price of the yellow metal reached and surpassed the USD 3,000 per ounce threshold, recording another exceptional +16.5% rise since the beginning of the year, after an already extraordinary year in 2024 (+27.2%). Should we therefore [...] Uncertainty dominates markets and boosts yellow metal prices Discover our Investment Flash down below: Read more To [...]

For several months now, we have been talking about the fact that Trump's policies will have a faster impact on the confidence and the investment climate than on [...] The risk reduction process is not yet complete Discover our Investment Flash down below: Read more To make sure you don't miss any of our publications [...]