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Dec 2024
8m 45s

Petit papa Powell, quand tu descendras t...

Anthony Bondain
About this episode

Les marchés actions occidentaux ont livré une semaine en clair-obscur, rattrapés par les doutes sur la trajectoire des taux directeurs aux Etats-Unis. Cette incertitude s’invite à nouveau au menu avec une décision de politique monétaire de la Fed prévue mercredi soir. Si une baisse de 25 points de base semble acquise, c’est la suite des événements qui titille les investisseurs, déjà préoccupés par les premières manœuvres du second mandat de Donald Trump.

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Yesterday
Lost in Taxation
La cacophonie douanière de l'administration américaine est telle qu'elle devient presque inaudible pour le marché. De toute façon, les investisseurs ont l'air de s'en préoccuper comme de leur premier slip. Ce qui compte, c'est une bonne saison des résultats avant d'aller bronzer ... Show More
7m 30s
Jul 10
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
Jul 9
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
7m 22s
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