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The full history of our reports and research notes, newest first.
2026 34 publications
- CAC 40 Slump, Wall Street Records and Oil Strains Commodities & Stocks
- Dollar at the Peak, Sovereign Debt Under Pressure FX & Macro
- Disappointing NFP, Rate Hike Not Yet Locked In? FX & Macro
- Distillate Crisis Commodities & Stocks
- The Hegemony of the Dollar FX & Macro
- The Energy Shock and the Second Restrictive Wave FX & Macro
- Too big, to fail FX & Macro
- The Yen is Back: For How Much Longer? FX & Macro
- Macro FX Report: Central banks step out. FX & Macro
- US Earnings and Geopolitics: The Great Divide Between Equities and Oil Commodities & Stocks
- USMCA Agreement or American Supremacy? Quick Look
- USD momentum & Hawkish tone FX & Macro
- First Half Review and Market Rebound Commodities & Stocks
- The Geopolitical Awakening: Middle East Tensions and Historic Yen Breakout FX & Macro
- Tech Takes a Hit Commodities & Stocks
- Technological Turbulence, Resurgent Tensions and Yen Interventions FX & Macro
- The Historic Agreement and the Renewal of Markets Commodities & Stocks
- Photonic AI: Beyond Silicon Deep Tech / AI
- Starmer's Resignation and the Resilience of the Dollar FX & Macro
- US Labor Market in Full Swing FX & Macro
- SpaceX Goes Public, NVIDIA on the Offensive, and the Jobs Shock Commodities & Stocks
- All Hawkish? FX & Macro
- A Dollar Under Strain and Indecisive Central Banks FX & Macro
- Why Are Long-Term Yields Going Haywire? Le Coup d'Oeil
- Between Inflation and Ascension FX & Macro
- Tense Climate and Equities at the Top FX & Macro
- Truce Announced and Inflation's Resilience FX & Macro
- The Vise Tightens FX & Macro
- Central-Bank Super-Cycle and Energy Shock FX & Macro
- Energy Shock and the Central Banks' Dilemma FX & Macro
- The Warsh Pivot and the Employment Paradox FX & Macro
- Volatility, Davos, and an Alert on Japanese Yields FX & Macro
- Institutional Shock: Trump, the Fed & Liquidity FX & Macro
- US Inflation & Risk-On Sentiment FX & Macro