Analysis
This section brings together our structured perspectives on the economy and financial markets. Market letters, Macroscopes, Insight videos, and Deep Dives combine education, conviction, and a broader perspective. A space designed to inform your decisions with rigor and clarity.
market letter02/03/2026Market Letter - March 2026
Perspectives11/02/2026Interest rate hedging strategies: how to protect the profitability of your LBO during periods of volatility ?
market letter30/01/2026Market Letter - February 2026
Macroscopes19/01/2026The new paradigm: the “Donroe Doctrine”
Macroscopes09/01/2026Economic and financial impacts: the military operation in Venezuela
market letter05/01/2026Market Letter - January 2026
INSIGHTS07/12/2025What are the risks of in increase? Is it a good time to hedge?
market letter28/11/2025Market Letter - December 2025
Macroscopes05/11/2025Japan at an economic turning point: the takaichi strategy
Perspectives03/11/2025Refinancing or change of shareholder? Should I unwind my interest rate hedge?
market letter31/10/2025Market Letter - November 2025
Perspectives15/10/2025Currency accumulators: the risks and how to protect yourself !