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Feb 2024
8m 50s

Quatre mois de hausse

Anthony Bondain
About this episode

Le moment-clef du jour est prévu à 14h30 avec l'annonce d'un chiffre d'inflation important pour la suite de la politique monétaire aux Etats-Unis. Les investisseurs ont donné l'impression récemment qu'ils n'avaient plus grand-chose à faire de la Fed, mais penser qu'elle est hors-jeu serait une grossière erreur. En bonus et pour changer des sept magnifiques, je vous propose ce matin de découvrir les sept merveilles. 

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Today
Cuivre et Brésil, même tarif
L'hyperactivité douanière de Donald Trump n'empêche pas les marchés actions de poursuivre leur ascension. Les investisseurs font preuve d'un certain détachement vis-à-vis des événements. Après tout, tant qu'ils ne voient pas les signes de la sortie de route économique largement p ... Show More
8m 37s
Yesterday
Encore un T-Day !
Malgré les tentatives désespérées (et infructueuses) de l’auteur pour se désintoxiquer de Trump, l’actualité et les marchés l’y replongent chaque matin. De toute façon nous sommes le 9 juillet, date-butoir d'hypothétiques annonces multinationales sur les droits de douane qui frap ... Show More
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Jul 8
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Et paf, le temps des menaces fait son retour dans la rhétorique commerciale de la Maison Blanche. La Japon, la Corée du Sud et douze autres pays ont été brocardés hier. Wall Street n'a pas beaucoup apprécié, mais la porte de la salle de réunion reste ouverte jusqu'au 1er août. Ce ... Show More
7m 52s
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