Actualités
✂️ The Fed finally cuts…markets aren’t buying the full story ✂️
The Fed finally cuts..markets aren't buying the full storyAfter nine months of waiting, the Fed finally pulled the trigger with a 25-bp cut, taking Fed Funds down to 4.00–4.25%. Powell called it “risk management,” not the start of a big easing cycle, which kind of...
Fed vs ECB: Divergence at the Breaking Point
Fed vs ECB: Divergence at the Breaking Point⚠️ The #Fed and #ECB interest rate spread is at historically unusual levels. The Fed keeps its policy unchanged at 4.25–4.5%, while the ECB's cycle appears to be on hold. Markets anticipate the gap will start to close in the...
Bond Markets are repricing Country Risk — Are you ready?
Bond Markets are repricing Country Risk — Are you ready?⚠️ When hashtag#France yields more than hashtag#Spain, something’s off in the Eurozone playbook. This quarter, 30Y French OATs hit 4.21%, overtaking Spain’s 4.14% — a rare reversal. Markets are rethinking who...
✂️ Fed Signals Stronger Inflation Focus as Rate Cuts Slow Down ✂️
✂️ Fed Signals Stronger Inflation Focus as Rate Cuts Slow Down ✂️📌 The Federal Reserve concluded 2024 with a third consecutive interest rate cut, emphasizing a renewed focus on tackling inflation. Chair Jerome Powell acknowledged that inflation projections have...
The Decline of Core-Peripheral Divisions in the Eurozone
The Decline of Core-Peripheral Divisions in the EurozoneThe traditional divide between Eurozone core countries (like Germany and France) and peripheral ones (such as Italy, Spain, and Greece) is fading. Historically, this distinction was rooted in sovereign debt...
💰 Is the U.S. Dollar’s Dominance at Risk?💰
💰 Is the U.S. Dollar’s Dominance at Risk?💰📌 Global Influence of the DollarSince World War II, the U.S. dollar has been the dominant global currency, used in most international transactions and held as the primary reserve by many countries. Its strength is rooted in...
✂️ ECB cuts rates amid faster inflation drop and slowing economy ✂️📉
✂️ ECB cuts rates amid faster inflation drop and slowing economy ✂️📉📌 The European Central Bank (ECB) has reduced interest rates for the third time this year, lowering the deposit rate to 3.25%, as inflation slows quicklier than expected. The ECB anticipates...
China at a Crossroads: Can It Avoid Prolonged Stagnation?
China at a Crossroads: Can It Avoid Prolonged Stagnation?📌 After decades of unstoppable growth, China is now facing one of its deepest economic crises, with a 2024 growth target of 5% that seems increasingly out of reach. Consumer spending is down, the real estate...
𝐑𝐞𝐯𝐢𝐯𝐢𝐧𝐠 𝐄𝐮𝐫𝐨𝐩𝐞’𝐬 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐯𝐞𝐧𝐞𝐬𝐬: 𝐌𝐚𝐫𝐢𝐨 𝐃𝐫𝐚𝐠𝐡𝐢’𝐬 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐲
𝐑𝐞𝐯𝐢𝐯𝐢𝐧𝐠 𝐄𝐮𝐫𝐨𝐩𝐞'𝐬 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐯𝐞𝐧𝐞𝐬𝐬: 𝐌𝐚𝐫𝐢𝐨 𝐃𝐫𝐚𝐠𝐡𝐢'𝐬 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐲🚩 𝐂𝐮𝐫𝐫𝐞𝐧𝐭 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧: Europe faces economic stagnation with a widening gap compared to the United States, primarily due to weak productivity growth linked to slow adoption of advanced technologies like AI, cloud...