Quelques minutes pour comprendre, chaque semaine, l'évolution des marchés financiers et la macro-économie, C'est L'essentiel Macro, avec Christopher Dembik, Conseiller en Stratégie d’Investissement chez Pictet Asset Management
Publishes | Weekly | Episodes | 86 | Founded | 3 years ago |
---|---|---|---|---|---|
Language | Number of Listeners | Categories | NewsBusiness News |
C’est LE chiffre de la semaine. La masse monétaire a atteint un record à USD 140,000 milliards en juillet dernier – soit une hausse de USD 20,000 milliards en trois ans. Tout ceci, sans récession mondiale.
C’est l’investissement de l’année. L’or ne cesse de monter : +38,7% depuis janvier*.
Quels sont les moteurs de la hausse ?
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Ce podcast a été enregistré le 12/09/2025.
Ceci n'est pas une recommandation d'investissement.
Ce contenu est destiné ... more
Les taux longs augmentent partout - certes plus rapidement en France qu'ailleurs. Mais pour l'instant, il n'ya pas de panique. Les institutionnels étrangers continuent d'acheter de la dette française.
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Ce podcast a été enregistré le 3/09/2025. more
Les chiffres parlent d’eux-mêmes :
• Le taux à 30 ans est à 5,54%* - au-dessus de celui de la Grèce.
• Le service de la dette explose à 111 milliards de livres sterling par an.
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Ce podcast a été enregistré le 28/08/2025.
Ceci n'est pas une re... more
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