Les Cahiers Verts de l'Economie : Conseil en stratégie d'investissement, analyse macro-économique (Home)
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Weekly Editorials

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A 4 to 7 pages document published every Monday morning, on a key current subject for the markets, always with operational conclusions in terms of investment strategy.

4 May 2026

US Tech - afer the rebound

28 Apr 2026

China and Brazil: our strategic picks among EM equities

20 Apr 2026

Iran: Can we expect peace and what consequences for investors?

13 Apr 2026

2026 vs 2022: More stagnation than inflation from the shock

7 Apr 2026

Long-term implications of the Iran conflict: what news - good or bad - can we expect?

31 Mar 2026

Epic Fury +30: we reiterate our strategy

24 Mar 2026

Stagflation implications for investors

17 Mar 2026

Ormuz, Kharg and investment strategy

9 Mar 2026

Is private debt a threat?

3 Mar 2026

Iran historical shock: what next?

24 Feb 2026

Supreme Court decision: too early to rejoice

20 Feb 2026

European mines and banks were among our top sector picks in 2025; and now?

13 Feb 2026

Have you thought about South Africa?

2 Feb 2026

Concerned about the Bund? What next?

27 Jan 2026

Look at Japanese bond yields rather than Trump. A Japanese ‘Liz Truss moment’?

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