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September 3

Opinion Review of the chinese economy at the end of the summer of 2019

The monthly data published at the start of the second quarter are fairly mixed and show no tangible signs of growth momentum improving in China. The GDP published for the second quarter has recently confirmed this sentiment. The slowdown at work since the start of the decade (...)

July 12

Opinion ECB worries have receded, but Fed policy doubts have some pundits on the defensive

July 1

Opinion The G20, where the world’s two largest economies will go head to head

The G20 summit in Japan on the 28-29 June will take the center stage this weekend as the world’s two largest economies remain locked in an ongoing trade war.

June 20

Opinion FED: US Economy looks like 2007

According to Bastien Drut, Senior Strategist at CPR AM, the context of the US economy in 2019 is not unlike that of 2007, that is to say, a period of economic slowdown that preceded the recession of 2008/2009.

June 11

Opinion Bailing out the titanic with a teaspoon or why hope is a strategy for the ECB

The European Central Bank (ECB) meeting today was anticipated by investors with a range of expectations across the market from the hopeful to the pessimistic. With market-implied medium term inflation expectations close to all-time lows, Draghi’s reputation as the ‘man who (...)

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