Morning coffee

USA-China relations

Relations between the USA and China are a key indicator of global health, be it political or economical. John Plassard explored the recent developments in their ongoing dialogue and he brings to you a few elements to assess the level of interaction between these 2 giants.

Morning coffee

The Automotive Industry

The global concept of mobility has changed in 2020, permanently or not, the future will tell. How does the automotive sector adapt to the new paradigm? What are the perspectives for the future of the sector? John Plassard gives you a few pointers around a Morning Coffee.

Morning coffee

Tourism

If there's a sector that has been hard hit, it's tourism. Is there any new development since last time John Plassard discussed that topic? You will learn that we might see an entire industry jump 20 years back in the past.

Morning coffee

Oil Price

How is the price of oil currently behaving? Could last spring's episode happen again? John Plassard gives some clues in his daily Morning Coffee.

Morning coffee

Market Rebound

What does history tell us about market rebounds? Are there any repeating patterns? John Plassard has researched the issue for you and brings you his observations.

Bond moment

Return of the Fallen Angels

Back to the theme of "Fallen Angels", those companies downgraded by the rating agencies. Catherine Reichlin proposes an update of this category.

Morning coffee

The Gaming Industry

John Plassard digs into the raging war between the gaming industry and the Apple AppStore. What are the reasons and what do they represent? Some figures reveal what's at stake for the parties involved.

Morning coffee

US Middle-class

Consumption represents 72% of US GDP. The middle-class is therefore a key element in american economy. How is this cohort coping with the current situation? John Plassard brings some facts and data to help understand their struggle.

Morning coffee

Euro

The exchange rate of the euro is so crucial that it can also affect companies' earnings and overshadow the benefits of the European aid plan. John Plassard focuses on the euro and why it's been considered a source of uncertainty.

Morning coffee

Abenomics

Japan is having a hard time coming out of recession, and Abenomics doesn't appear to be the solution to lift the country out of stagnation. John Plassard addresses Japan's economic health in his Morning Coffee.

Morning coffee

False hopes

Is a cure for the coronavirus also the lifeline so eagerly awaited by the global, and especially the American, economy? Nothing is less certain according to John Plassard, who made it the subject of his Morning Coffee today.

Bond moment

Facing the wall

The American high-yield market is back on positive ground in a historic way! But does this mean that all is well? Catherine Reichlin tells us more about this race forward.

Morning coffee

The end of gold ?

Gold, the ultimate safe haven, is suffocating! The prices of other metals also plunged. What are the reasons for this? What if this event was a... golden opportunity? Our expert John Plassard defends his point of view in his Morning Coffee.

Morning coffee

The end of gold?

John Plassard resumes his daily Morning Coffee as from Monday 17 August... Could we possibly be living the end of gold ? Stay tuned !

Bond moment

Google's ESG Alphabet

Today, Catherine Reichlin addresses sustainable bonds and, more specifically, the gigantic bond issued by Google earlier this month. To do good or to look good, what is Google's main motivation? This Bond Moment invites us to look at sustainable and social finance with an open yet critical eye.

Bond moment

A giant is born

In her Bond Moment, Catherine Reichlin breaks down the birth of a historical new giant in the European fixed income market : the EU. This event will change the landscape in the fixed income market in Europe, but how and why exactly? Let our expert tell you more!

Bond moment

Rocking boats

In her weekly Bond Moment, Catherine Reichlin talks about the worrying creativity of bond markets, and junior bonds with collateral in particular. Indeed, they raise various questions - such as "who could buy back the cruise ships?" in the Carnival example - and are beating out traditional senior debt holders. We are definitely in a strange and creative world.

Bond moment

Social is the new green

In her Bond Moment, Catherine Reichlin addresses current booming bonds : social bonds. The field of possibilities is as wide as for green bonds ! Learn more about this trendy subject in Catherine Reichlin's new video.

Morning coffee

Any plans for the summer?

More than just a pleasant and resourcing moment, time off has a real impact on the economy. Listen to John Plassard's Morning Coffee to know more about the subject. He will be back on August 17 for the next episode.

Morning coffee

African perspectives

According to studies, in 2100, five of the ten most populous countries in the world will be located on the African continent. Is it not the moment to reconsider Africa in terms of investment? This is the subject John Plassard talks about with his Morning Coffee.