Asset Allocation, Nadège Dufossé, Macro

The Law of the Strongest

As we write these lines, the US market is approaching its historical peak, last reached in February 2025, and most asset classes have posted positive returns in local currency since the start of the year.
Asset Allocation, Macro, Emile Gagna, Florence Pisani

Slowdown on the Horizon…

Despite rising geopolitical tensions, the global economy showed surprising resilience in early 2025, and inflation continued to normalise.
Coffee Break

Coffee Break - US Jobs and Growth in Focus

With US markets closed Friday for the July 4 holiday, the job report for June drops Thursday. Employment growth and wages will be critical for gauging economic momentum and shaping Fed expectations.
Coffee Break

Coffee Break - Commander in Chief

Flash PMI data for June will provide an early read on global manufacturing and services, highlighting growth momentum, inflation risks, and potential monetary policy shifts.
Coffee Break

Coffee Break - Fed showdown

The Fed’s interest rate decision, economic projections, and press conference will guide market expectations on US monetary policy in H2.
Coffee Break

Coffee Break - Warming up for the G7 Summit

Preliminary sentiment and inflation data from the US will offer fresh insight into the tariff impact on household confidence and ultimately the Fed’s policy path.

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