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About a month ago, oil prices broke the $100 mark, and the prospect of a resurgence in inflation sowed doubt among investors and put equity markets under heavy pressure. In just a few weeks punctuated by incessant and contradictory presidential comments, while the ceasefire appeared temporary and the Strait of Hormuz remained blocked, those doubts appear […]
One month after the start of the war in Iran, as the prospect of a lightning operation fades, the markets are beginning to envisage a protracted conflict, the consequence of which for the markets boils down to one inescapable implication: high oil prices = high interest rates and falling share values. All asset prices now depend […]
Although the US President has been preoccupied by the Middle East situation and annoyed by the Supreme Court’s recent decision to invalidate most of his tariff policies, to us it seems that Donald Trump has been less focused on domestic economics, at least for the first part of the month. Instead, the spotlight has been largely […]
After a first month of the year as eventful as 2025 was, one question often comes to mind for investors: will the trends continue? In short, will 2026 looks like 2025 in terms of stock market performance? The same leading assets are still in the lead, despite a tumultuous end to the month: despite a drop of […]
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