What scenario for interest rates in 2024?
The market has once again become hopeful. The Fed has completed its job, and we can now contemplate a rate cut in 2024 and, more...
Tag: US economy
The Fed: Towards the End of the Rate Hike Cycle
The Fed has maintained its benchmark interest rate of 5.25% to 5.50% for a second consecutive meeting. The policy statement acknowledges the recent strength in...
A Credit Market Under Pressure
Last March, the rise in bond yields had shaken the American banking system, sending three regional banks into turmoil. A massive fire sale and a...
High inflation for a long time
The most crucial question investors will have to consider in the coming years is undoubtedly the following: will inflation prove to be “transitory,” as the...
The day after tomorrow
Not long ago, the world lived in a time when money flowed freely and was inexpensive. Interest rates in the U.S. were close to zero,...
Oil and the Dollar, a Dangerous Mix for Global Growth
Can the global economy withstand a $100 per barrel oil price next year? Because a triple-digit price wouldn’t just mean higher energy prices but also...
Why an American Recession Should Remain the Main Scenario
Could the Fed be wrong? In its recent projections, including the one for 2024, with a 50 bps decrease, the central bank no longer considers...
FED decision: the market is still wrong
Federal Reserve Chairman Jerome Powell clearly indicated on Wednesday that the current cycle of rate hikes was nearing its end. However, he also confirmed that...
Oil above one hundred dollars, a new normal for the West?
In the oil world, there is not a single price. The financial market focuses on Brent and WTI, traded in London and New York, respectively....