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Time to put your money back to work Market Outlook 9/16/2024

Time to put your money back to work

After a straight-line upward movement for most asset classes in Q1, Q2 has been more mixed. Entering H2, the big picture remains broadly supportive. However, beneath the surface, financial markets appear vulnerable to multiple threats, from stalling activity momentum and toppish technicals to faltering Tech leadership and election uncertainty.

Pressure on the Federal Reserve is mounting Market Outlook 9/10/2024

Pressure on the Federal Reserve is mounting

Volatile stock markets, falling US Treasury yields and a weakening US dollar signal growing unease in the capital markets. Specifically, the US Federal Reserve (Fed) has come under intense scrutiny. While the European Central Bank (ECB), the Swiss National Bank (SNB) and the Bank of England (BoE) have already lowered their interest rates this year, the Fed has maintained its key interest rate at a consistently high level

Trump wins, Macron loses – What are the consequences? Economic Perspective 7/17/2024

Trump wins, Macron loses – What are the consequences?

"Cleopatra's nose: had it been shorter, the whole face of the world would have been changed". This thought by Blaise Pascal reminds us all how small events can have major consequences.

Beneath the surface Market Outlook 7/17/2024

Beneath the surface

After a straight-line upward movement for most asset classes in Q1, Q2 has been more mixed. Entering H2, the big picture remains broadly supportive. However, beneath the surface, financial markets appear vulnerable to multiple threats, from stalling activity momentum and toppish technicals to faltering Tech leadership and election uncertainty.

ODDO BHF sets new ambitions in Corporate Finance with the appointment of Christian Zahn  as Head of Investment Banking They talk about us 6/27/2024

ODDO BHF sets new ambitions in Corporate Finance with the appointment of Christian Zahn as Head of Investment Banking

ODDO BHF appoints Christian Zahn as Head of Investment Banking and member of the Group Management Committee (GMC) with effect from September 1, 2024. As a partner of the Group, Zahn will be responsible for all of the Group's investment banking activities as well as the Institutional Fund Platform.

‘SMID’ is beautiful… despite France Market Outlook 6/13/2024

‘SMID’ is beautiful… despite France

Europe faces significant structural challenges that impact its productivity compared to the US. Market fragmentation and regulation, a high proportion of small businesses, elevated taxes and lower R&D spending are some of the key contributors to this disparity.

Where is France heading? Economic Perspective 6/13/2024

Where is France heading?

In France, the recent elections for the European Parliament ended in a rout for the presidential party. It garnered half the votes of Marine Le Pen's Rassemblement National (RN), at 14.6% and 31.3% respectively. Although this outcome had been predicted by polling institutes, the defeat remains a hard pill to swallow for Emmanuel Macron.

US public debt: a potential “Liz Truss” scenario? Market Outlook 6/12/2024

US public debt: a potential “Liz Truss” scenario?

If a frog is thrown in boiling water, it will leap out instantly. But if placed in cold water that is slowly heated, it will supposedly stay there. As the tale goes, the frog only perceives the slow change in temperature as a danger when it is beyond saving. In reality of course, frogs are not that foolish. Rather, the story serves as a parable for the following point: people often seem to ignore slowly building risks until it is too late.

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