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108$ LE BARIL : L'IA PEUT-ELLE SAUVER LE MARCHÉ DU CHAOS IRANIEN ?

"Ce matin, on ne fait pas de la figuration. Entre le pétrole qui franchit les 108$ suite à l’escalade majeure en Iran (Opération True Promise 4) et une Fed qui réalise (enfin) que l’inflation est structurelle, le paysage a changé en 10 heures.Au programme de ce Morning Mood :Géop ...  Show more

Le Japon peut faire crasher tous les marchés à cause du carry trade (c'est quoi ?)

Dans cet épisode, on s’attaque à un sujet sous-estimé mais potentiellement explosif : le rôle du Japon dans l’équilibre financier mondial.Depuis plus de 30 ans, le yen est utilisé comme une source de financement quasi gratuite. Les investisseurs du monde entier empruntent à taux ...  Show more

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