Expertise Solutions Approach Regulation About Wealth Markets Contact Client Portal Become a Client FR / EN MARKETS ECB vs. the Ormuz Shock: A Rate Hike at the Worst Possible Time When oil at $95 forces the central bank to tighten into a slowing economy June 3, 2026 • 10 min read • By Benjamin Cohen…

Expertise Solutions Approach Regulation About Wealth Markets Contact Client Portal Become a Client FR / EN BONDS The US 30-Year Treasury Breaks 5%: What It Means for Your Wealth Kevin Warsh at the Fed, core PCE at 3.3%, and a record deficit — the great repricing of sovereign risk June 1, 2026 • 11 min…

Expertise Solutions Approach Regulation About Wealth Markets Contact Client Portal Become a Client FR / EN BONDS BOJ June 2026: The Silent Normalisation Rattling Global Bond Markets 30-year JGB yields at all-time highs, yen carry trade unwinding — implications for your portfolios 29 May 2026 • 10 min read • By Benjamin Cohen In Brief…

Expertise Solutions Approach Regulation About Wealth Markets Contact Client Portal Become a Client FR / EN MARKETS Nvidia at $5.2 Trillion: Can the AI Wave Keep Outperforming? Record concentration of the “Magnificent 7”, stretched valuations and emerging threats — what every investor needs to know May 27, 2026 • 10 min read • By Benjamin…

Expertise Solutions Approach Regulation About Wealth Markets Contact Client Portal Become a Client FR / EN MARKETS The Big Beautiful Bill: Why US Fiscal Expansion Is Pushing Long-Term Yields Higher $3.8 trillion in additional deficit — what the Trump fiscal plan means for your bond allocation May 22, 2026 • 10 min read • By…

Eurozone inflation hit 3.0% in April 2026. Markets now price two ECB rate hikes from June. How to reposition your bond and equity portfolio before the pivotal June meeting.

The Geneva Accord between Washington and Beijing eases trade tensions. Discover the opportunities and risks this major trade truce creates for your 2026 investment portfolio.