Coffee Break
Coffee Break - A “jobless recovery” in the US?
In the US, the delayed job report will be in the spotlight. Market consensus is expecting 70k job creations and a stable unemployment rate, at 4.4%.
Over to our experts
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Coffee Break
Coffee Break - Central banks in the spotlight
In the US, the job report will be in the spotlight. Market consensus is expecting 65k job creations and a stable unemployment rate, at 4.4%.
Asset Allocation
The shape of things to come
2025 was a contrasted year: a noisier political backdrop under Trump 2.0 with more volatility and, ultimately, another strong year for equities.
Coffee Break
Coffee Break - Don’t fight the Fed
This week’s focus will be on the Fed decision and the subsequent press conference, where Jerome Powell is likely to face questions on the subpoenas and Lisa Cook’s Supreme Court hearing. Central banks in Canada and Sweden will also set rates.
Outlook 2026, Asset Allocation, Thibaut Dorlet, Johann Mauchand
Gold: A new role in a new world?
Safe haven, inflation hedge, diversifier, or conviction asset – what role does gold play today?
Coffee Break
Coffee Break - Focus (should) turn to Q4 earnings
The focus this week will be the World Economic Forum’s annual meeting in Davos, where US President Trump is scheduled to give a special address and where ECB President Lagarde is also expected to speak.
Equities, Alix Chosson, Sandrine Coujan, Outlook 2026, Geopolitics
The age of electricity
What role will AI play in the electricity revolution?
Coffee Break
Coffee Break - Donroe Doctrine
The focus this week will be on the US CPI report for December and the release of the Fed’s Beige book ahead of the FOMC end-January.