The European Union will vote tomorrow on the introduction of tariffs on Chinese Electric Vehicles (EVs). Kevin Thozet, a member of the investment committee at Carmignac, considers the recent headwinds facing the European auto sector and looks ahea...

Euro area headline inflation dropped to 1.8% yoy in September (-0.4pt), slightly above our forecast but below consensus (2%). Energy deflation accounts for most of the deceleration (-6% yoy) but core inflation decelerated to 2.7% yoy (-0.1pt). It ...

France at the blackboard The French Finance Minister has pledged to transmit the budget bill for 2025 to parliament “in the week of 9 October”. We will come back to the issue once we have it, but given the existing further pressure on th...

By Jérémie Boudinet, Head of Financial and Subordinated Debt, Crédit Mutuel Asset Management Banks are often considered to be a “proxy” for the health of their reference sovereign state, and bank bonds therefore tend to trend according to the d...

In search of earnings growth despite economic worries – which companies are now exploiting their strengths After the market collapse in August, the capital markets quickly regained their composure. Nevertheless, the uncertainty is still con...

Rates recalibration César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. REVUE HEBDOMADAIRE The Fed’s decision to “go big” and lower the Fed funds rate by 50 bps provided a fillip to equity markets last week. The la...