BNP Paribas Wealth Management
By Investment Strategy podcast
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Episodes: 413
Description
Get the best ideas from our investment strategists
Do you want to know everything about the financial markets, keep abreast of economic news and learn
some novel strategies?
Each week a new podcast addresses a pertinent topic to help you navigate the markets and know what to focus on.
For all our investment strategy, visit our website https://wealthmanagement.bnpparibas/
Hosted by Ausha. See ausha.co/privacy-policy for more information.
| Episode | Date |
|---|---|
|
Ramping up investment in electricity transmission infrastructure
|
Apr 23, 2024 |
|
Point sur l'impact actuel des tensions entre Israël, Gaza et l'Iran sur les marchés financiers
|
Apr 19, 2024 |
|
Summarising the current impact of Israel-Gaza-Iran tensions on financial markets
|
Apr 17, 2024 |
|
Our investment strategy for April 2024
|
Apr 10, 2024 |
|
Notre stratégie d’investissement pour le mois d’avril 2024
|
Apr 10, 2024 |
|
Make a way for women investors
|
Apr 03, 2024 |
|
Stock Markets are eating themselves
|
Mar 26, 2024 |
|
L’or, un metal précieux pas comme les autres
|
Mar 20, 2024 |
|
Gold is much more than just a barbarous relic
|
Mar 20, 2024 |
|
Our Investment Strategy for March 2024
|
Mar 13, 2024 |
|
Notre stratégie d'investissement pour mars 2024
|
Mar 13, 2024 |
|
Know the essentials of trend-following
|
Mar 11, 2024 |
|
Ce qu’il faut savoir sur le suivi de tendance
|
Mar 11, 2024 |
|
Today is not like the 2000 dot com bubble
|
Mar 01, 2024 |
|
Our investment strategy for February 2024
|
Feb 15, 2024 |
|
Are US stocks the only game in town?
|
Feb 05, 2024 |
|
Buy New Highs
|
Jan 25, 2024 |
|
Notre stratégie d'investissement pour janvier 2024
|
Jan 17, 2024 |
|
Our investment strategy for January 2024
|
Jan 17, 2024 |
|
Retour au calme après le rallye de fin d'année
|
Jan 12, 2024 |
|
Cooling off after a year-end sprint
|
Jan 12, 2024 |
|
Perspectives 2024 : pourquoi nous restons positifs sur les actions et les crédits aux entreprises ?
|
Dec 15, 2023 |
|
Outlook 2024: Why we stay positive on Stocks and Corporate Credit
|
Dec 15, 2023 |
|
Podcast - Death to "higher for longer"
|
Dec 01, 2023 |
|
Can we expect a year-end rally in the stock market?
|
Nov 22, 2023 |
|
How to invest sustainably without sacrificing performance ?
|
Nov 09, 2023 |
|
Comment investir de manière durable sans sacrifier la performance ?
|
Nov 09, 2023 |
|
Five surprising facts about Gold
|
Nov 03, 2023 |
|
Cinq faits surprenants sur le metal or
|
Nov 03, 2023 |
|
The recent fall in stock markets
|
Oct 30, 2023 |
|
Quels sont les risques d'un scénario de stagflation comme dans les années 1970 ?
|
Oct 19, 2023 |
|
What are the risks of a stagflation scenario as observed in the 1970's?
|
Oct 19, 2023 |
|
Notre stratégie d'investissement pour le mois d'octobre 2023
|
Oct 13, 2023 |
|
Our investment strategy for October 2023
|
Oct 13, 2023 |
|
Why are pets good for you?
|
Sep 29, 2023 |
|
Pourquoi les animaux de compagnie sont-ils bons pour vous ?
|
Sep 29, 2023 |
|
Tackling the obesity epidemic
|
Sep 13, 2023 |
|
Lutter contre l'obésité
|
Sep 13, 2023 |
|
Our investment strategy for September 2023
|
Sep 11, 2023 |
|
Notre stratégie d'investissement pour le mois de septembre 2023
|
Sep 07, 2023 |
|
Cinq situations étonnantes sur les marchés financiers
|
Jul 31, 2023 |
|
Did you know these five surprising financial facts?
|
Jul 31, 2023 |
|
La saisonnalité des marchés actions
|
Jul 24, 2023 |
|
Stock market seasons in the sun
|
Jul 24, 2023 |
|
Nos thèmes d'investissement actualisés à juillet 2023
|
Jul 13, 2023 |
|
Our Investment Themes – July 2023 update
|
Jul 13, 2023 |
|
What is greedflation and will it go away?
|
Jul 11, 2023 |
|
Qu'est-ce que la greedflation et va-t-elle durer ?
|
Jul 11, 2023 |
|
Are We Finally Seeing the Global Economy Slow?
|
Jul 10, 2023 |
|
Does money make people happy?
|
Jul 03, 2023 |
|
L'argent fait-il le bonheur ?
|
Jul 02, 2023 |
|
Dax-cellent returns: exploring the recent highs in the German DAX index
|
Jun 22, 2023 |
|
Analyse des récents sommets de l'indice DAX allemand
|
Jun 22, 2023 |
|
Note stratégie d'investissement pour juin 2023
|
Jun 16, 2023 |
|
Our investment strategy for June 2023
|
Jun 16, 2023 |
|
Everything you need to know about the Nasdaq’s performance year-to-date
|
Jun 07, 2023 |
|
Tout sur les performances du Nasdaq depuis le début de l'année
|
Jun 07, 2023 |
|
Investir au pays du soleil levant
|
Jun 02, 2023 |
|
Invest in the Land of Rising Sun
|
Jun 02, 2023 |
|
Plafond de la dette américaine, le compte à rebours
|
May 26, 2023 |
|
The US debt ceiling: the final countdown
|
May 25, 2023 |
|
Japan: Land of the Rising Stock Market
|
May 22, 2023 |
|
Pourquoi l'inflation alimentaire devrait-elle s'atténuer ?
|
May 17, 2023 |
|
Why is food inflation expected to ease?
|
May 17, 2023 |
|
Notre stratégie d'investissement pour mai 2023
|
May 11, 2023 |
|
Our investment strategy for may 2023
|
May 11, 2023 |
|
Rechercher les meilleures performances dans les stratégies d'arbitrage crédit long/short
|
May 04, 2023 |
|
Hunting for better risk-adjusted returns in long/short credit arbitrage strategies
|
May 04, 2023 |
|
Why money market funds are the new must-have for investors?
|
Apr 26, 2023 |
|
Pourquoi les fonds du marché monétaire sont-ils devenus incontournables ?
|
Apr 26, 2023 |
|
After the Volatility, Refocus on IG Bonds
|
Apr 24, 2023 |
|
Analyse des impacts du stress bancaire sur l'économie
|
Apr 19, 2023 |
|
Unravelling the impact of the banking stress on the economy
|
Apr 19, 2023 |
|
Revisit - Why invest in China now?
|
Apr 17, 2023 |
|
Notre stratégie d'investissement pour le mois d'avril 2023
|
Apr 12, 2023 |
|
Our investment strategy for April 2023
|
Apr 12, 2023 |
|
Japan Land of Rising ROE? & Update US Bank Lending Data
|
Apr 11, 2023 |
|
L’embuscade pétrolière de l’OPEP+
|
Apr 06, 2023 |
|
The OPEC+ Oil Ambush
|
Apr 06, 2023 |
|
Les avantages du pic de stress du secteur bancaire
|
Mar 30, 2023 |
|
The silver linings to the banks’ stress cloud
|
Mar 30, 2023 |
|
There are decades where nothing happens; and there are weeks where decades happen.
|
Mar 22, 2023 |
|
US authorities react swiftly to stem contagion risk from the SVB collapse
|
Mar 13, 2023 |
|
Our investment strategy for March 2023
|
Mar 09, 2023 |
|
Notre stratégie d'investissement pour mars 2023
|
Mar 09, 2023 |
|
Deuxième vague de craintes inflationnistes ?
|
Mar 01, 2023 |
|
Second-round of the inflation peak scare?
|
Mar 01, 2023 |
|
UK and French stocks lead the charge to new index highs
|
Feb 23, 2023 |
|
Les actions britanniques et françaises ont atteint de nouveaux sommets
|
Feb 23, 2023 |
|
BOJ Policy Matters for Global Yields…..Last Central Bank Standing
|
Feb 20, 2023 |
|
Croissance et inflation : à quoi faut-il s'attendre ?
|
Feb 15, 2023 |
|
How abruptly will world growth and inflation slow down?
|
Feb 15, 2023 |
|
Our investment strategy for February 2023
|
Feb 09, 2023 |
|
Notre stratégie d'investissement pour mois de Février 2023
|
Feb 09, 2023 |
|
Déceler des opportunités sur le marché immobilier
|
Feb 01, 2023 |
|
Real estate blues or opportunity?
|
Feb 01, 2023 |
|
After the Dollar weakness, What Do We Think Now?
|
Jan 30, 2023 |
|
The ChatGPT AI Revolution
|
Jan 26, 2023 |
|
La révolution de l'IA ChatGPT
|
Jan 26, 2023 |
|
L'or brille de nouveau
|
Jan 19, 2023 |
|
Gold glitters again
|
Jan 19, 2023 |
|
Notre stratégie d'investissement pour Janvier 2023
|
Jan 11, 2023 |
|
Our investment strategy for January 2023
|
Jan 11, 2023 |
|
China Equities: Year of the Rabbit!
|
Jan 09, 2023 |
|
2022: annus horribilis
|
Jan 05, 2023 |
|
2022: annus horribilis
|
Jan 04, 2023 |
|
Our investment strategy for December 2022
|
Dec 14, 2022 |
|
Notre stratégie d’investissement pour le mois de décembre 2022
|
Dec 14, 2022 |
|
Saisir de nouvelles opportunités de revenus
|
Dec 08, 2022 |
|
Seizing new income opportunities
|
Dec 07, 2022 |
|
Efficience énergétique : se tourner vers les métaux pour batteries
|
Nov 30, 2022 |
|
Energy Efficiency: turning towards battery metals
|
Nov 30, 2022 |
|
Analyse du 20e Congrès du Parti national chinois
|
Nov 23, 2022 |
|
Unpacking China’s 20th National Party Congress
|
Nov 23, 2022 |
|
Notre stratégie d'investissement pour Novembre 2022
|
Nov 15, 2022 |
|
Our Investment Strategy for November 2022
|
Nov 15, 2022 |
|
Quels rendements à long terme pour les différentes classes d'actifs
|
Nov 10, 2022 |
|
Long Term expected Returns
|
Nov 10, 2022 |
|
Efficacité énergétique : c’est maintenant ou jamais
|
Nov 02, 2022 |
|
No time like the present to improve energy efficiency
|
Nov 02, 2022 |
|
When Can Gold Regain Its Luster?
|
Oct 31, 2022 |
|
Winners and losers from higher interest rates
|
Oct 27, 2022 |
|
Quels sont les gagnants et les perdants de la hausse des taux d’intérêt ?
|
Oct 27, 2022 |
|
Jack Bogle, le père des fonds indiciels
|
Oct 19, 2022 |
|
Jack Bogle, the father of low-cost DIY investing
|
Oct 19, 2022 |
|
China 20th Party Congress First Update
|
Oct 17, 2022 |
|
October Investment Strategy Update
|
Oct 12, 2022 |
|
Notre stratégie d'investissement pour Octobre 2022
|
Oct 12, 2022 |
|
UK in the bargain basement
|
Oct 11, 2022 |
|
Nous répondons à vos questions
|
Sep 28, 2022 |
|
We answer your questions
|
Sep 28, 2022 |
|
Perspectives macroéconomiques
|
Sep 22, 2022 |
|
Market Out
|
Sep 22, 2022 |
|
September Investment Strategy Update
|
Sep 13, 2022 |
|
Notre stratégie d'investissement pour Septembre 2022
|
Sep 13, 2022 |
|
Warren Buffet: the investing “GOAT” (Greatest Of All Time).
|
Sep 07, 2022 |
|
Warren Buffet : Un investisseur de référence
|
Sep 07, 2022 |
|
Stay Defensive Boost Allocation to Infrastructure Assets
|
Sep 06, 2022 |
|
Sommes-nous actuellement dans un marché haussier ou baissier ?
|
Aug 31, 2022 |
|
Are we in a bull or bear market?
|
Aug 31, 2022 |
|
US-China audit deal is reached
|
Aug 29, 2022 |
|
Bear Rally or is it a Baby Bull?
|
Aug 23, 2022 |
|
ALIMENTATION, TRÈS CHÈRE ALIMENTATION
|
Jul 07, 2022 |
|
FOOD, GLORIOUS FOOD
|
Jul 07, 2022 |
|
LE CRASH DES CRYPTO-MONNAIES !
|
Jun 29, 2022 |
|
CRYPTOCRASH!
|
Jun 29, 2022 |
|
SOUS-ESTIMONS NOUS LA RARETE DE L'EAU ?
|
Jun 22, 2022 |
|
DO WE UNDERESTIMATE THE SCARCITY OF WATER?
|
Jun 22, 2022 |
|
QUELLES SONT LES RAISONS D’ETRE POSITIFS ?
|
Jun 10, 2022 |
|
WHAT REASONS ARE THERE TO BE CHEERFUL?
|
Jun 10, 2022 |
|
CONTINUEZ À ACHETER
|
May 18, 2022 |
|
JUST KEEP BUYING
|
May 18, 2022 |
|
STRATÉGIE D’INVESTISSEMENT POUR MAI 2022
|
May 11, 2022 |
|
INVESTMENT STRATEGY FOR MAY 2022
|
May 11, 2022 |
|
WHY YOU SHOULD INVEST IN ALTERNATIVE ASSETS!
|
May 04, 2022 |
|
POURQUOI INVESTIR DANS DES ACTIFS ALTERNATIFS !
|
May 04, 2022 |
|
IS THE RALLY IN CHINESE EQUITIES SUSTAINABLE?
|
Apr 27, 2022 |
|
STRATÉGIE D’INVESTISSEMENT POUR AVRIL 2022
|
Apr 13, 2022 |
|
INVESTMENT STRATEGY FOR APRIL 2022
|
Apr 13, 2022 |
|
ARE OIL PRICES SPIRALLING OUT OF CONTROL?
|
Apr 06, 2022 |
|
LES PRIX DU PÉTROLE SONT-ILS EN TRAIN DE DEVENIR INCONTRÔLABLES ?
|
Apr 06, 2022 |
|
LE MARCHÉ HAUSSIER DES OBLIGATIONS AMÉRICAINES EST-IL TERMINÉ ?
|
Mar 29, 2022 |
|
IS THE US BOND BULL MARKET OVER?
|
Mar 29, 2022 |
|
INVESTING WHEN THE MARKET IS IN THE DOLDRUMS
|
Mar 23, 2022 |
|
INVESTIR DANS UN CONTEXTE PESSIMISTE
|
Mar 23, 2022 |
|
L’IMPACT DE LA FLAMBEE DES PRIX DE L’ENERGIE SUR NOS BUDGETS
|
Mar 15, 2022 |
|
WHAT DO HOT ENERGY MARKETS MEAN FOR YOU?
|
Mar 14, 2022 |
|
INVESTIR EN PERIODE DE TENSIONS GEOPOLITIQUES
|
Mar 09, 2022 |
|
INVESTING DURING TIMES OF GEOPOLITICAL TENSIONS
|
Mar 09, 2022 |
|
INVESTING DURING THE CURRENT CRISIS
|
Mar 02, 2022 |
|
INVESTISSEZ POUR LE MIEUX!
|
Feb 23, 2022 |
|
INVEST FOR THE BEST!
|
Feb 23, 2022 |
|
POURQUOI NOUS DEVENONS NEUTRES SUR LES ACTIONS
|
Feb 17, 2022 |
|
WHY ARE WE DOWNGRADING EQUITIES TO NEUTRAL?
|
Feb 17, 2022 |
|
WHY WE BELIEVE IN AN INDUSTRIAL METALS SUPERCYCLE
|
Feb 08, 2022 |
|
VERS UN SUPER-CYCLE DES METAUX INDUSTRIELS
|
Feb 08, 2022 |
|
TECH: LA CHASSE AUX BONNES AFFAIRES EST OUVERTE
|
Feb 01, 2022 |
|
HUNTING FOR VALUE IN THE TECH WRECK
|
Feb 01, 2022 |
|
TAUX D'INFLATION : DES SOMMETS INEGALES DEPUIS DES DECENNIES ?
|
Jan 26, 2022 |
|
WHAT IS DRIVING INFLATION RATES TO MULTI-DECADE HIGHS?
|
Jan 26, 2022 |
|
CAN CONSERVATIVE INVESTORS STILL BUY STOCKS TODAY?
|
Jan 18, 2022 |
|
LES INVESTISSEURS PRUDENTS PEUVENT-ILS ENCORE ACHETER DES ACTIONS AUJOURD'HUI ?
|
Jan 18, 2022 |
|
LA TECHNOLOGIE EST-ELLE DANS UN MARCHÉ HAUSSIER OU BAISSIER ?
|
Jan 12, 2022 |
|
IS TECHNOLOGY IN A BULL OR BEAR MARKET?
|
Jan 12, 2022 |
|
ENTER THE METAVERSE!
|
Jan 05, 2022 |
|
ENTREZ DANS LE METAVERSE !
|
Jan 04, 2022 |
|
CINQ FAITS A SAVOIR SUR LES MARCHES FINANCIERS EN 2021
|
Dec 14, 2021 |
|
FIVE FACTS TO KNOW ABOUT FINANCIAL MARKETS IN 2021
|
Dec 14, 2021 |
|
ALL GOOD THINGS COME TO AN END…BUT WHEN?
|
Dec 07, 2021 |
|
TOUTES LES BONNES CHOSES ONT UNE FIN… MAIS QUAND ?
|
Dec 07, 2021 |
|
SECRETS TO A LONG AND HEALTHY LIFE…
|
Dec 02, 2021 |
|
LES VERTUS DE REPARER, REUTILISER, RECYCLER
|
Nov 24, 2021 |
|
THE VIRTUES OF REPAIR, REUSE, RECYCLE
|
Nov 24, 2021 |
|
LES ACTIONS ANGLAISES POSITIVENT
|
Nov 09, 2021 |
|
EVERY DOG HAS ITS DAY!
|
Nov 09, 2021 |
|
LE GRAND BLEU
|
Nov 03, 2021 |
|
NAVIGATING THE DEEP BLUE SEA
|
Nov 03, 2021 |
|
GET REAL ABOUT YOUR ASSETS
|
Oct 27, 2021 |
|
PRENEZ CONSCIENCE DE VOS ASSETS
|
Oct 27, 2021 |
|
IS TODAY’S ENERGY CRISIS THE PRICE WE HAVE TO PAY FOR THE ENERGY TRANSITION?
|
Oct 19, 2021 |
|
RIDE THE CAPEX BOOM AHEAD
|
Oct 12, 2021 |
|
SURFEZ SUR LA VAGUE DES DEPENSES D’INVESTISSEMENT
|
Oct 12, 2021 |
|
HEALTH IS WEALTH
|
Oct 06, 2021 |
|
DONNEZ A VOTRE PORTEFEUILLE UN BON BILAN DE SANTE
|
Oct 06, 2021 |
|
CONSTRUCTION BRICK BY BRICK
|
Sep 28, 2021 |
|
TOUT CE QUE VOUS DEVEZ SAVOIR SUR LES INTRODUCTIONS EN BOURSE
|
Sep 22, 2021 |
|
ALL YOU NEED TO KNOW ABOUT IPOs
|
Sep 21, 2021 |
|
IMMOBILIER : QUELLE EST LA SOLIDITE DES BRIQUES ET DU MORTIER ?
|
Sep 15, 2021 |
|
HOUSING: HOW SOLID ARE BRICKS AND MORTAR?
|
Sep 15, 2021 |
|
L'ART DE LA DIVERSIFICATION : INVESTIR DANS LES FONDS
|
Sep 07, 2021 |
|
THE ART OF DIVERSIFICATION
|
Sep 07, 2021 |
|
HOME ENTERTAINMENT: CONTENT IS KING
|
Aug 31, 2021 |
|
SURFEURS D'ARGENT
|
Aug 25, 2021 |
|
THE RISE OF THE "SILVER SURFER
|
Aug 24, 2021 |
|
How much will China policy ease?
|
Jul 19, 2021 |
|
DANS QUELLE MESURE LA POLITIQUE CHINOISE VA-T-ELLE S'ASSOUPLIR ?
|
Jul 19, 2021 |
|
WATER: THE VERY ESSENCE OF LIFE
|
Jul 15, 2021 |
|
L'EAU : L'ESSENCE MÊME DE LA VIE
|
Jul 15, 2021 |
|
POURQUOI INVESTIR DANS L'IMMOBILIER AUJOURD'HUI ?
|
Jul 07, 2021 |
|
WHY INVEST IN REAL ESTATE TODAY?
|
Jul 07, 2021 |
|
IS ARTIFICIAL INTELLIGENCE TAKING OVER THE WORLD?
|
Jul 01, 2021 |
|
L’INTELLIGENCE ARTIFICIELLE EST-ELLE EN TRAIN DE CONQUÉRIR LE MONDE ?
|
Jul 01, 2021 |
|
LA PERFORMANCE DES INDICES ISR/ESG EST-ELLE DURABLE ?
|
Jul 01, 2021 |
|
THE PERSONAL CHALLENGES OF CLIMATE CHANGE
|
Jul 01, 2021 |
|
LES DÉFIS PERSONNELS DU CHANGEMENT CLIMATIQUE
|
Jul 01, 2021 |
|
ENFIN UNE REPRISE DES INVESTISSEMENTS DES ENTREPRISES?
|
Jul 01, 2021 |
|
FINALLY A CORPORATE CAPEX PICKUP?
|
Jul 01, 2021 |
|
GIVE YOUR PORTFOLIO A CLEAN BILL OF HEALTH
|
Jul 01, 2021 |
|
DON'T SAY SAYANORA TO JAPANESE EQUITIES
|
Jun 17, 2021 |
|
PERSPECTIVES POSITIVES POUR LE MARCHÉ ACTION JAPONAIS
|
Jun 17, 2021 |
|
GIVE YOUR PORTFOLIO A CLEAN BILL OF HEALTH
|
Jun 17, 2021 |
|
LA SANTE LE PLUS GRAND DES BIENS
|
Jun 16, 2021 |
|
WHY BUY BANKS?
|
Jun 10, 2021 |
|
VALEURS BANCAIRES, NOUVEL ATTRAIT
|
Jun 08, 2021 |
|
PET POWER
|
Jun 02, 2021 |
|
ECONOMIE DES ANIMAUX DE COMPAGNIE
|
Jun 02, 2021 |
|
TIME FOR THE CHINESE DRAGON TO ROAR AGAIN
|
May 26, 2021 |
|
CHINE : LE DRAGON S'EST-IL ASSOUPI ?
|
May 26, 2021 |
|
SELL IN MAY AND GO AWAY
|
May 19, 2021 |
|
VENDRE EN MAI ET PARTIR
|
May 19, 2021 |
|
THE LAND OF THE RISING SUN: WHERE ARE THE HIDDEN PEARLS
|
May 12, 2021 |
|
PAYS DU SOLEIL LEVANT, LES PERLES CACHEES
|
May 12, 2021 |
|
CREATIONS D'EMPLOI INSUFFISANTES ! DOIT-ON S'EN INQUIETER ?
|
May 10, 2021 |
|
PAYROLLS MISSED SHOULD I BE MIFFED?
|
May 10, 2021 |
|
GOVERMENT DEBT
|
May 05, 2021 |
|
DETTE PUBLIQUE
|
May 05, 2021 |
|
TOUT VENDRE EN MAI
|
May 03, 2021 |
|
SHOULD WE SELL IN MAY AND GO AWAY? OR IS THERE ANOTHER WAY?
|
May 03, 2021 |
|
SEEKING SUSTAINABLE SUSTENANCE IN FRANCE
|
Apr 28, 2021 |
|
TAKE AWAYS FROM ECB APRIL MEETING
|
Apr 26, 2021 |
|
BCE ET EURO
|
Apr 26, 2021 |
|
MARCHES FINANCIERS : QUAND INVESTIR ?
|
Apr 20, 2021 |
|
HOW TO BUY LOW AND SELL HIGH
|
Apr 20, 2021 |
|
TRANSITION ÉNERGÉTIQUE ET OPPORTUNITÉS DANS LES MATIÈRES PREMIÈRES.
|
Apr 19, 2021 |
|
“GREEN” METALS ARE THE KEY TO ENERGY TRANSITION: FOLLOW THE GREEN MONEY MACHINE
|
Apr 19, 2021 |
|
TRANSPORT: BACK TO THE FUTUR
|
Apr 13, 2021 |
|
TRANSPORT : RETOUR VERS LE FUTUR
|
Apr 13, 2021 |
|
EU VACCINE SURGE IN Q2?!: IT IS ALWAYS DARKEST BEFORE DAWN…
|
Apr 12, 2021 |
|
BITCOIN: BUBBLE OR ANTI-BUBBLE?
|
Apr 06, 2021 |
|
BITCOIN, FAUT-IL S'Y INTERESSER ?
|
Apr 06, 2021 |
|
INFLATION, LE RETOUR ?
|
Mar 31, 2021 |
|
IS A NEW ERA IN INFLATION JUST AROUND THE CORNER?
|
Mar 31, 2021 |
|
LES CRAINTES DE POLITIQUE MONÉTAIRE CRÉENT DES OPPORTUNITÉS DANS LES OBLIGATIONS CHINOISES
|
Mar 29, 2021 |
|
WHEN POLICY FEARS CREATE OPPORTUNITY IN CHINA BONDS
|
Mar 29, 2021 |
|
VERS UNE MODIFICATION DES MODES DE CONSOMMATIONS ?
|
Mar 24, 2021 |
|
THE SHIFTING SANDS OF CONSUMPTION
|
Mar 24, 2021 |
|
GOLDILOCKS STILL EATING PORRIDGE
|
Mar 23, 2021 |
|
LA FED N’EST PAS PRETE A DURCIR SA POLITIQUE
|
Mar 22, 2021 |
|
MATIERES PREMIERES : EN ROUTE VERS L'INFLATION
|
Mar 17, 2021 |
|
RIDING COMMODITY INFLAT
|
Mar 17, 2021 |
|
LES RENDEMENTS OBLIGATAIRES ET LE REBOND DU DOLLAR
|
Mar 16, 2021 |
|
HEDGE US BONDS FOR YIELD PICKUP FOR EURO AND YEN BASED INVESTORS
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Mar 15, 2021 |
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THE CHECK IS IN THE MAIL: A NEW US STIMULUS PACKAGE ARRIVES
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Mar 11, 2021 |
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LE CHEQUE EST AU COURRIER
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Mar 11, 2021 |
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LES BANQUES ONT-ELLES A NOUVEAU LA COTE ?
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Mar 10, 2021 |
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IS THE BANKING TIDE TURNING?
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Mar 10, 2021 |
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TROP DE BONNES CHOSES
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Mar 08, 2021 |
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FINALLY FINANCIALS ?
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Mar 08, 2021 |
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CHANGEMENT DE VUE SUR LE PÉTROLE
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Mar 01, 2021 |
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TURNING FROM POSITIVE TO NEUTRAL ON OIL: TIME FOR A PAUSE BEFORE THE NEXT MOVE UP
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Mar 01, 2021 |
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L'OR BRILLE A NOUVEAU
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Feb 24, 2021 |
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TIME FOR GOLD TO SHINE AGAIN
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Feb 24, 2021 |
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REPRISE, REFLATION, JUSQU'OÙ ET À QUELLE VITESSE ? QUI EN PROFITE?
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Feb 24, 2021 |
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RECOVERY, REFLATION, HOW FAR AND HOW FAST ? WHO BENEFITS?
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Feb 22, 2021 |
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SMALL IS BEAUTIFUL
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Feb 18, 2021 |
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PETITES CAPITALISATIONS : NOUVEL ECLAT
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Feb 17, 2021 |
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SIX REASONS TO BUY SILVER
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Feb 17, 2021 |
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ENVIRONNEMENT FAVORABLE AUX MATIERES COMME L'ARGENT
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Feb 17, 2021 |
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BIG TECH : FIN DE REGNE ?
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Feb 16, 2021 |
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TIME TO ROTATE OUT OF BIG TECH?
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Feb 16, 2021 |
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STIMULUS FISCAL AMERICAIN VERS UNE OVERDOSE
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Feb 08, 2021 |
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ADDITIONAL US FISCAL STIMULUS IGNITES BOND YIELDS AND EQUITY MARKETS WHEN IS IT TOO MUCH OF A GOOD THING.mp4
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Feb 08, 2021 |
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Main streets vs Wall Street, What next
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Feb 01, 2021 |
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Que penser des mouvements spéculatifs aux Etats-Unis.m4a
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Feb 01, 2021 |
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TRES BON DEBUT DE SAISON POUR LES BENEFICES D'ENTREPRISES.m4a
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Feb 01, 2021 |
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US EARNINGS SEASON THUS FAR...SO FAR...VERY GOOD
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Feb 01, 2021 |
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Revue annuelle de nos vues et performances
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Dec 21, 2020 |
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Good news on the vaccines and other market supports
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Dec 18, 2020 |
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Espoirs de stimuli
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Dec 16, 2020 |
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Stimulus hopes
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Dec 16, 2020 |
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Major central banks stay “put” for longer
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Dec 14, 2020 |
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Les grandes banques centrales ne devraient pas bouger pendant longtemps
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Dec 14, 2020 |
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Dans l’attente des décisions de politique monétaire
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Dec 09, 2020 |
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Waiting for Policy news
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Dec 09, 2020 |
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Risk-on alive and kicking
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Dec 04, 2020 |
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Marchés tributaires des plans de relance et des vaccins
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Dec 04, 2020 |
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Un mois de novembre dont on se rapellera
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Dec 01, 2020 |
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Record surge in this month of November.
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Nov 27, 2020 |
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Envolée record en ce mois de novembre
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Nov 27, 2020 |
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Le marché se redresse: entre mesures de restrictions et réouverture à moyen terme
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Nov 23, 2020 |
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High spirit
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Nov 20, 2020 |
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Bonne Humeur
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Nov 20, 2020 |
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Entre court et long terme
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Nov 20, 2020 |
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L'enjeu des vaccins Covid-19
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Nov 16, 2020 |
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Fin du vaccine rally ?
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Nov 13, 2020 |
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End the vaccine rally ?
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Nov 13, 2020 |
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suspens remains intact
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Nov 06, 2020 |
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Le suspens demeure intact
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Nov 06, 2020 |
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New lockdowns lead to more volatility and opportunities.
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Oct 30, 2020 |
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Les décisions de confinement génèrent de la volatilité et des opportunités.
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Oct 30, 2020 |
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Les actions de Singapour
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Oct 26, 2020 |
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A Non-Event
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Oct 23, 2020 |
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Un non-évènement
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Oct 23, 2020 |
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The Waiting Game
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Oct 21, 2020 |
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Le jeu de l'attente
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Oct 21, 2020 |
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Accord de libre-échange version mince, du type "Canada", ou accord Brexit suivant les règles de l'OMC ?
|
Oct 19, 2020 |
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The Skinny on a “Canada or Skinny Free Trade Agreement” vs. WTO rules Brexit
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Oct 19, 2020 |
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Too much bad news
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Oct 16, 2020 |
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Trop de mauvaises nouvelles
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Oct 16, 2020 |
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Impasses
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Oct 14, 2020 |
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Stalemate
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Oct 14, 2020 |
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Les marchés financiers et les élections américaines
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Oct 12, 2020 |
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Un tweet et tout change
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Oct 07, 2020 |
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Le lien entre politique et marchés
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Oct 05, 2020 |
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Markets Focus on Policy Not Politics
|
Oct 05, 2020 |
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Opportunités d’investissement dans l’environnement actuel.
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Sep 28, 2020 |
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Take Advantage of What the Markets Give You!
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Sep 28, 2020 |
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Septembre: le mois du retour des appréhensions
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Sep 25, 2020 |
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September : A month of Rising Concerns
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Sep 25, 2020 |
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TURNAROUND TUESDAY
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Sep 23, 2020 |
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REBOND CE MARDI
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Sep 23, 2020 |
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FAUT-IL SUIVRE WARREN BUFFETT ?
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Sep 21, 2020 |
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WAITING FOR THE FED ONCE AGAIN
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Sep 16, 2020 |
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EN ATTENDANT LA FED ET LES SORCIERES
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Sep 16, 2020 |
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SOMMES-NOUS À MI-CHEMIN...?
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Sep 14, 2020 |
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LE BLUES DE LA TECH
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Sep 09, 2020 |
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TECH BLUES
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Sep 09, 2020 |
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PRISE DE PROFITS AUX ETATS-UNIS
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Sep 04, 2020 |
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PROFIT TAKING IN THE US
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Sep 04, 2020 |
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LA CHUTE
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Sep 04, 2020 |
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THE FALL
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Sep 04, 2020 |
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Another Day Another Record
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Sep 02, 2020 |
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LE NOUVEAU MODELE DE LA FED
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Aug 31, 2020 |
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THE FEDERAL RESERVE CHAIR POWELL RERELEASING THAT PRINCE SONG AS “WHEN DOVES (CRY) SING"
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Aug 31, 2020 |
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L'OPTIMISME CONTINUE DE PREVALOIR
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Aug 28, 2020 |
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OPTIMISM REIGNS
|
Aug 28, 2020 |
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LE CASH N'EST PAS ROI !
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Aug 24, 2020 |
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CASH IS NOT KING!
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Aug 24, 2020 |
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L'IMPERTURBABLE NASDAQ
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Aug 21, 2020 |
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THE IMPERTURBABLE NASDAQ
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Aug 21, 2020 |
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REMONTEE DES TAUX REELS ET STRATEGIES SECTORIELLES
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Aug 17, 2020 |
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RISE IN REAL YIELDS LEADS TO UNWIND IN SOME KEY TRADES
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Aug 17, 2020 |
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US-CHINA TENSIONS ESCALATE FURTHER
|
Aug 10, 2020 |
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STIMULUS HOPES
|
Aug 05, 2020 |
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JULY FOMC MEETING AND OUTLOOK FOR THE SEPTEMBER MEETING
|
Aug 03, 2020 |
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REUNION DE JUILLET DE LA FED ET PERSPECTIVES POUR CELLE DE SEPTEMBRE
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Aug 03, 2020 |
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SOURING MOOD AS JULY DRAWS TO A CLOSE
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Jul 31, 2020 |
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JUILLET S'ACHEVE DANS UNE AMBIANCE DE PLUS EN PLUS MOROSE
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Jul 31, 2020 |
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AN EVENTFULL WEEK
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Jul 29, 2020 |
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LES MARCHÉS ACTIONS MONTRENT UNE CERTAINE NERVOSITÉ
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Jul 29, 2020 |
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GREATER EU FISCAL INTEGRATION TURBOCHARGES THE EURO. THE TREND IS YOUR FRIEND
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Jul 27, 2020 |
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ACCORD EUROPÉEN ET POUSSÉE DE L'EURO
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Jul 27, 2020 |
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EURO STRENGTH
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Jul 22, 2020 |
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L'EURO SE RENFORCE
|
Jul 22, 2020 |
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UN ECART SANS PRECEDENT ENTRE EVOLUTION DES PROFITS ET MOUVEMENTS BOURSIERS
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Jul 03, 2020 |
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AN UNPRECEDENTED GAP BETWEEN TRENDS IN EARNINGS AND THE STOCK MARKET
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Jul 03, 2020 |
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VERS UN TROISIEME TRIMESTRE VOLATILE
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Jul 01, 2020 |
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TOWARDS A VOLATILE 3RD QUARTER
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Jul 01, 2020 |
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VERS UN DOLLAR PLUS FAIBLE
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Jun 29, 2020 |
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AUTRE JOUR AUTRE RE
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Jun 24, 2020 |
|
ANOTHER DAY ANOTHER RECORD
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Jun 24, 2020 |
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HOW BAD IS THE SECOND WAVE?
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Jun 22, 2020 |
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LA PEUR DE LA DEUXIEME VAGUE PERSISTE
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Jun 22, 2020 |
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POWELL PUT
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Jun 17, 2020 |
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POWELL PUT
|
Jun 17, 2020 |
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WHY HAS THE DOLLAR WEAKENED AS WE FORECASTED?
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Jun 15, 2020 |
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LE DOLLAR S’AFFAIBLIT COMME ATTENDU
|
Jun 15, 2020 |
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LES MARCHES BOURSIERS ENTAMENT UNE CORRECTION TEMPORAIRE
|
Jun 12, 2020 |
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EQUITY MARKETS FIND AN EXCUSE TO CORRECT
|
Jun 12, 2020 |
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UNE PAUSE, OU QUELQUE CHOSE DE PLUS ?
|
Jun 11, 2020 |
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A REST OR SOMETHING MORE?
|
Jun 11, 2020 |
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THEMES D’INVESTISSEMENT A LA MI-2020: SUR LESQUELS SE POSITIONNER ?
|
Jun 08, 2020 |
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OPTIMISME
|
Jun 03, 2020 |
|
OPTIMISM
|
Jun 03, 2020 |
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IS IT TIME TO REPOSITION ON CYCLICAL STOCKS?
|
May 29, 2020 |
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EST-IL TEMPS DE SE REPOSITIONNER SUR LES ACTIONS CYCLIQUES ?
|
May 29, 2020 |
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APPETIT POUR LE RISQUE, MAIS...
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May 27, 2020 |
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RISK ON, BUT...
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May 27, 2020 |
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READING THE TEA LEAVES: TAKEAWAYS FROM CHINA’S NPC MEETING
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May 26, 2020 |
|
CATCH A BREATH
|
May 20, 2020 |
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WHY THE FEDERAL RESERVE NOT GOING NEGATIVE IS A POSITIVE...
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May 18, 2020 |
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BETWEEN A ROCK, A HARD PLACE AND CHINA
|
May 13, 2020 |
|
HOW COVID IS ACCELERATING OUR MEGA TECHNOLOGY TRENDS OF 2020
|
Apr 07, 2020 |
|
LOOKING FOR CLUES?
|
Apr 03, 2020 |
|
THE WORST QUARTER SINCE 1987
|
Apr 02, 2020 |
|
AN OTHER REBOUND
|
Mar 27, 2020 |
|
MASSIVE MARKET DELEVERAGING & SHORT-TERM USD FUNDING STRESS
|
Mar 27, 2020 |
|
CALMER MARKETS
|
Mar 27, 2020 |
|
REBOUND
|
Mar 27, 2020 |
|
VOLATILITY VIRUS
|
Mar 11, 2020 |
|
THERE WILL BE BLOOD……WHEN WILL THE WOUND HEAL?
|
Mar 10, 2020 |
|
WHAT A WEEK!
|
Mar 06, 2020 |
|
The First Cut is Deepest... by Prashant Bhayani, Chief Economist, Asia
|
Mar 02, 2020 |