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Is China ready for another Trump fight?

Outlook 2025, Christopher Mey, Paulo Salazar
With Donald Trump returning to the White House, tensions between the U.S. and China could rise again. His administration is expected to reintroduce tariffs and trade restrictions as part of an "America First" agenda, putting pressure on China’s already struggling economy.
  • Outlook 2025, Thibaut Dorlet, Nicolas Rutsaert, Nicolas Cleris

    Try a Cup of Texas Tea: Oil as a Diversifier

    As Donald Trump returns to White House, his policies could send ripples through the global oil market. These new effects add to the broader geopolitical and economic factors already faced. The interplay across all of these elements could redefine the energy landscape.
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Research Paper, ESG, SRI, Fixed Income, Dany da Fonseca, Vincent Compiègne, Patrick Zeenni

Beyond the Green Bond?

Ready for change?
Outlook 2023, Equities, Macro, Fixed Income, Nadège Dufossé, Florence Pisani

Winter is approaching...

Will the central banks of developed countries succeed in their bid to bring inflation back to their 2% target by the end of 2024... without triggering a recession? Can China still avoid deflation? After a few months of calm, aren't rising oil and agricultural prices likely to further complicate the task of central banks?
Fixed Income, Nicolas Forest

ECB Hike

The time was July 2011. Despite the eurozone debt crisis, Jean-Claude Trichet raised the ECB’s key rate to 1.50%. He needed to combat inflation, which was dangerously close to... 2.50%. We all know what followed, traumatising many a bond investor facing deflation in Europe and the debt crisis in the weaker European nations.