La opinión de nuestros expertos

Do you fancy a burger? John Plassard today investigates the puzzling spike in beef price in the US and its causes in the midst of the Covid-19 pandemic. Listen to his Morning Coffee here.

Today John Plassard addresses the specific topic of helicopter money in the US and its impact on consumption, a crucial element for the US economy. Listen to his Morning Coffee to discover more.

In her weekly Bond Moment, Catherine Reichlin today talks about the so-called zombie companies and how they impact the US credit market and the FED's policies.

With businesses slowly reopening globally, John Plassard makes an update on the sector of retail in his Morning Coffee, covering topics such as e-commerce and brick and mortar stores.

John Plassard today focuses on the most hated rally in history: the current rebound of the Dow Jones. He gives us 6 clues to understand why this situation triggers frustration for investors in his Morning Coffee.

John Plassard today focuses on the fascinating universe of gold, and more specifically gold miners and the potential opportunities they offer. Listen to his Morning Coffee here.

As we’ve seen recently, solidarity seems to be a potential issue between countries in Europe. How does the Middle East deal with that question? Catherine Reichlin shares her knowledge in this week’s Bond Moment.

Today John Plassard focuses on the importance the tourism industry among European countries and the perspective of summer holidays abroad.

How is the coronavirus impacting the US housing market? Discover John Plassard's update on the real estate sector with your Morning Coffee.

Are we about to see a new type of Chinese economy emerge from the US-China trade war tensions? And what about India? Listen to John Plassard's opinion with your Morning Coffee.

John Plassard today focuses on the Bitcoin, a subject which hasn't been addressed for a while, and analyses the latest Halving event and its effects.

It is the strange relationship between the stocks and bonds markets that today captures John Plassard's interest. Listen to him analysing this unusual situation in today's Morning Coffee.

Catherine Reichlin today addresses the threats that are weighing on the cohesion of the European Union due to the pandemic and the different impact it has on the European economies... leading the gap between countries of the north and the south of Europe to potentially widen even more.

Today John Plassard focuses on the disconnection between the US job and the indices as last Friday the US its worst employment report in history. Discover his opinion on what triggers this decorrelation in his Morning Coffee.

Oil price continues to be a hugely important topic... Are there any new developments? Sure, John Plassard will tell you everything around a Morning Coffee.

In his Morning Coffee John Plassard today focuses on the Chinese Yuan movements, seen as a leading indicator to emphasize the tensions between China and the USA. Keep in mind number 7 as both the magical & dangerous level of USD/CNY exchange rate.

Today John Plassard sends out a signal of caution regarding the equity market on the short term. Listen to his Morning Coffee and discover the four elements on which he builds his analysis.

John Plassard comments the renewed trade war tensions between the US and China after assumptions that the virus would have been created in a Chinese laboratory. How do these tensions affect the US economy? Listen to this Morning Coffee.

In her weekly Bond Moment, Catherine Reichlin today addresses the risk binge credit markets are experiencing since a couple of weeks and the Moral Hazard the famous economist Adam Smith talked about. A situation of open bar.

Today John Plassard comments about the April US unemployment rate that will be released next Friday and the debated ratio between the number of job losses due to the lockdown and the number of life losses.