Economie

Toute l’actualité économique et financière en France et dans le monde. Vidéos, analyses, interviews.

Evaluation of Kepler Cheuvreux’s Asset Management Methodology (PE/Private Credit Integration via Ellipsis AM)

Kepler Cheuvreux has undergone a major strategic transformation since 2020. The integration of Ellipsis AM (Private Equity focused on Small/Mid-Caps)…

1 semaine ago

Premium Shockwave: War-Risk Hikes Trigger Global Food and Fuel Shortages

Catherine Austin Fitts, in an interview clip, asserts that Lloyd's of London insurance decisions by the City of London effectively…

1 semaine ago

Safe Haven Showdown: Why Gold’s 14% Dip Signals Strength While Bitcoin Plummets

In 2026, gold and Bitcoin are showing opposing trajectories after reaching peaks. Gold has corrected by about 14% from its…

1 semaine ago

Evaluation of the Dynamics of Strategic « Backfires » and Liquidity Contagion following the « True Due Diligence » of Banks (JPM, Goldman, Barclays)

Our multi-model analysis confirms a structural break in Private Credit (PC). The increase in rates on bank credit lines (warehouse…

2 semaines ago

Post-restructuring cash flows of Altice France (SFR Group)

Following the restructuring of Altice France (SFR Group), effective October 1, 2025 (Q3 2025 pro forma presentation), consolidated net debt…

2 semaines ago

Analyse multi-facteurs de la dynamique des titres Carrefour (CA.PA). Découplage hydrocarbures vs risque systémique de Supply-Chain

Le marché observe une anomalie : le Gasoil baisse, ce qui devrait favoriser les marges des distributeurs, mais Carrefour sous-performe…

2 semaines ago

Commoditization of living space via tokenization, the reduction of physical fuel demand, and the migration towards « non-seizable » or fractional assets

1. Smart City Thematic ETFs: An Already Mature Vector for Institutional Investment Smart City ETFs are a mature investment vehicle…

2 semaines ago

Discrete Accumulation on Smart City ETFs (GRN/CITIES) and Correlation with Oil Demand Destruction

"The market is not content with betting on the end of the automobile; it is actively financing its replacement infrastructure."…

2 semaines ago

Les ETFs thématiques « Infrastructures vertes » (ou green infrastructure)

Les ETFs thématiques "Infrastructures vertes" (ou green infrastructure) investissent dans les entreprises impliquées dans la production, le transport, le stockage…

2 semaines ago

Les ETFs thématiques « Smart City »

Les ETFs thématiques "Smart City" investissent dans les entreprises qui contribuent au développement des villes intelligentes : infrastructures connectées (IoT,…

2 semaines ago