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

English

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.

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’?

20 Jan 2026

Iran: The ultimate market shock?

12 Jan 2026

Venezuela: where are we at and where are we heading?

7 Jan 2026

US economy and outlook for US equities


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