Our Reports
Decoding monetary cycles and the fundamentals of the global economy.
FX & Macro Analysis
FX & Macro Jun 07, 2026
US Labor Market in Full Swing
Weekly analysis: resilience of US employment, rising inflation in the euro area, the seasonal dynamics of the yen, and the weakness of the Canadian loonie.
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FX & Macro May 31, 2026
All Hawkish?
Weekly currency analysis: dollar strengthening, stagflationary pressures in the euro area, and massive interventions on the yen.
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FX & Macro May 23, 2026
A Dollar Under Strain and Indecisive Central Banks
Analysis of the rise in US long-term yields, persistent inflation, and the monetary stakes between the Fed, the ECB, Japan, and the United Kingdom.
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Commodities & Stocks
