Apr 10, 2025 | Notes de l'équipe
Malgré les affirmations audacieuses de l’administration américaine selon lesquelles les Américains devraient ignorer la baisse des actions et la hausse des rendements, il est évident qu’elle a subi de fortes pressions pour revenir sur les tarifs. Cet après-midi,...Apr 9, 2025 | Notes from the Desk
Despite bold claims from the US administration that Americans should ignore the decline in equities and spike in yields, it is evident that they faced a great deal of pressure to walk back the tariffs. This afternoon, President Trump announced a 90-day Reciprocal...Apr 8, 2025 | Monthly Commentaries
‘Chaos, when left alone, tends to multiply.’ Stephen Hawking In true game show fashion, President Trump unveiled his administration’s reciprocal tariffs with a ‘family feud’-style board (survey says 34%). The aim of ‘Liberation Day’ was to emancipate America from the...Mar 19, 2025 | Notes from the Desk
As expected, the Federal Reserve (Fed) held rates steady. In light of the uncertainty created by the US administration, the Fed reiterated that they remain ‘data dependent’. The numbers. The dot plot was unchanged from December, with two cuts forecast in 2025 and 2026...Mar 19, 2025 | Notes de l'équipe
Comme prévu, la Réserve fédérale (Fed) a maintenu ses taux inchangés. Compte tenu de l’incertitude générée par l’administration américaine, la Fed a réitéré qu’elle restait « dépendante des données ». Les chiffres. Le dot plot est resté inchangé par rapport à...
