We expect the ECB to cut by 25 bps its policy rate to 3% this Thursday. While we would not be surprised if the central bank had ultimately to resort to one or two 50-bps cut(s) at some point next year, we do not think the threshold for such action...

AXA Investment Managers has today published its Outlook for 2025 to 2026 with the following key points: - Global growth looks set to continue its 2024 pace of 3.2% in 2025, before easing in 2026 to 2.9% - Trump’s policies will determine the ...

François Rimeu, Senior Strategist, Credit Mutuel Asset Management Political and Economic Instability: Europe's Growing Challenges The two main economies of the Eurozone are sinking deeper into crisis with each passing day. The political si...

DATA CENTERS: ARTIFICIAL INTELLIGENCE IMPLICATIONS The global AI data center (DC) market could reach 50-60 GW within 5 years, and traditional DCs could experience incremental growth of 15-20 GW over the same period. At an all-in cost of $...

Odds of a successful motion of no confidence against the French government are mounting. ​ Given the difficulty to build a proper majority around the budget, the government is very likely to invoke article 49.3 of the Constitution so that the bu...

Rail transport now accounts for 10% of passenger traffic and 7% of freight traffic worldwide, according to the International Energy Agency. The rail market in its broadest sense (infrastructure, rolling stock, signalling) benefits from struc...