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Federal Reserve

Le dollar atteint un nouveau sommet de deux mois, alors que le franc suisse et le yen se dévaluent face à la perspective d'une Fed toujours plus hawkish
ForexArticle

Le dollar atteint un nouveau sommet de deux mois, alors que le franc suisse et le yen se dévaluent face à la perspective d'une Fed toujours plus hawkish

Le dollar a gagné 0,14 % à 101,27, pour une quatrième hausse quotidienne consécutive, poussant le franc à son niveau le plus bas depuis mai 2025, alors que les responsables de la Fed ont ouvert la voie à de nouvelles hausses des taux.

Rédaction Marchés · 24 Sept 2026
L'isolation à long terme de Bitcoin face à la hausse des rendements des obligations se maintient, selon les données
CryptoArticle

L'isolation à long terme de Bitcoin face à la hausse des rendements des obligations se maintient, selon les données

Bien que les rendements des obligations mondiaux aient augmenté de plus de 500 points de base depuis 2021, le prix du Bitcoin a bondi de 191 %, avec une corrélation minimale avec les mouvements des rendements.

Rédaction Marchés · 24 Sept 2026
La Banque Centrale Suisse pourrait augmenter les taux alors que les prévisions d'inflation s'améliorent : Swiss Life
Banques centralesArticle

La Banque Centrale Suisse pourrait augmenter les taux alors que les prévisions d'inflation s'améliorent : Swiss Life

Le chief economist Marc Brütsch indique que la BNS pourrait relever son taux directeur à zéro, tandis que la reprise de l'emploi et les mutations du travail imposées par l'IA influent sur les perspectives économiques.

Rédaction Marchés · 24 Sept 2026
Euro falls to $1.145 as oil rises and German political turmoil weighs
ForexArticle

Euro falls to $1.145 as oil rises and German political turmoil weighs

The euro slipped to $1.145, its lowest since late July, amid higher Brent crude prices and mounting political risk after the CDU’s defeats in German state elections.

Rédaction Marchés · 22 Sept 2026
Eurozone yields near decade highs amid Brent crude surge and ECB-Fed watch
Matières premièresArticle

Eurozone yields near decade highs amid Brent crude surge and ECB-Fed watch

U.S. Treasury yields hover just below 5% as Brent crude climbs 3% ahead of ECB and Fed rate decisions.

Rédaction Marchés · 21 Sept 2026
Les actions européennes reculent face aux inquiétudes sur la sécurité de l'IA, les anticipations de taux de la Fed freinent les gains
ActionsArticle

Les actions européennes reculent face aux inquiétudes sur la sécurité de l'IA, les anticipations de taux de la Fed freinent les gains

Les indices européens baissent alors que les actions du secteur de l'IA fléchissent face à l'incertitude réglementaire, tandis que les prix du pétrole augmentent en raison des tensions géopolitiques et que les anticipations de relèvement des taux de la Fed pèsent sur l'appétit pour le risque.

Rédaction Marchés · 21 Sept 2026
SMI opens higher; Fed rate-hike odds near 93% as traders wait for Wednesday decision
ActionsArticle

SMI opens higher; Fed rate-hike odds near 93% as traders wait for Wednesday decision

The Swiss benchmark rose 0.1% to 13,815.84 as ABB led gainers. Investors stayed cautious ahead of the Federal Reserve's rate decision, where a 25-bp hike is priced in at over 90%.

Rédaction Marchés · 21 Sept 2026
Les actions américaines perdent de la terre à mesure que les craintes d'inflation s'intensifient ; le pétrole dépasse les 100 dollars le baril
ActionsArticle

Les actions américaines perdent de la terre à mesure que les craintes d'inflation s'intensifient ; le pétrole dépasse les 100 dollars le baril

Le Dow, le Nasdaq et le S&P 500 ont tous baissé jeudi, à la suite des prix de production plus élevés que prévu, ce qui a provoqué des craintes d'autres hausses des taux de la Fed. Le baril de brut WTI a réintégré la barre des 100 $ pour la première fois depuis mai.

Rédaction Marchés · 20 Sept 2026
SMI devrait augmenter après la perte de mardi ; les marchés attendent le communiqué de la Fed
MacroéconomieArticle

SMI devrait augmenter après la perte de mardi ; les marchés attendent le communiqué de la Fed

L'Indice du marché suisse ouvre dans le positif, en prévision d'une forte hausse de 25 points de base des taux annoncée par la Réserve fédérale des États-Unis, tandis que le pétrole recule et les actions crypto se tétanisent sous les headlines de régulations.

Rédaction Marchés · 20 Sept 2026
Les marchés suisse et américain augmentent suite à l'indépendance de la Fed, Logitech prend la tête du SMI
ActionsArticle

Les marchés suisse et américain augmentent suite à l'indépendance de la Fed, Logitech prend la tête du SMI

Les indices suisses ont clôturé en hausse jeudi, avec Logitech en tête des gains, tandis que les marchés américains profitaient de la baisse des prix du pétrole et de l'engagement de la FED à contrôler l'inflation.

Rédaction Marchés · 20 Sept 2026
Le marché suisse reste compliqué sous la pression des futures américaines, de la hausse du prix du pétrole et des mouvements de change
ForexArticle

Le marché suisse reste compliqué sous la pression des futures américaines, de la hausse du prix du pétrole et des mouvements de change

Les marchés asiatiques et les valeurs suisses sont confrontés à des vents contraires liés à la hausse du brut Brent, aux baisses des contrats à terme américains et aux anticipations de hausse des taux de la Fed.

Rédaction Marchés · 19 Sept 2026
Les centrales bancaires font face à des situations délicates alors que les prix de l'énergie compliquent les perspectives d'inflation
Banques centralesArticle

Les centrales bancaires font face à des situations délicates alors que les prix de l'énergie compliquent les perspectives d'inflation

La BCE s'attend à une hausse des taux en septembre, mais les décideurs de la FED sont divisés sur les mouvements à venir, alors que la SNB estime qu'il existe de la place pour maintenir les taux.

Rédaction Marchés · 19 Sept 2026
Les actions américaines ouvrent en hausse ; l'SMI augmente ses gains alors que la décision de la Fed calme les marchés
ActionsArticle

Les actions américaines ouvrent en hausse ; l'SMI augmente ses gains alors que la décision de la Fed calme les marchés

Wall Street est à la tête des gagnants après que la FED ait augmenté les taux de 25 points de base. L'indice SMI monte, les actions technologiques explosent avant la clôture de la séance et le débat sur la règle des capitaux chez UBS est reporté.

Rédaction Marchés · 19 Sept 2026
BCE, FED, BNS : Des trajectoires de taux divergentes alors que les prix de l'énergie compliquent les perspectives
Banques centralesArticle

BCE, FED, BNS : Des trajectoires de taux divergentes alors que les prix de l'énergie compliquent les perspectives

Les banques centrales s'engagent dans le bras de fer entre la tension inflationniste croissante et les signaux de croissance avant les réunions clés de septembre à Francfort, Washington et Berne.

Rédaction Marchés · 19 Sept 2026
Les marchés de Frankfurt poursuivent leur rallye, après la hausse des taux de la Fed et la baisse du prix du pétrole
ActionsArticle

Les marchés de Frankfurt poursuivent leur rallye, après la hausse des taux de la Fed et la baisse du prix du pétrole

Le DAX gagne 1 % à 25 800 tandis que la première hausse des taux de la Fed depuis 2023 calme les marchés et que le brent continue de baisser.

Rédaction Marchés · 18 Sept 2026
SMI en rouge, 8 des 20 Blue Chips en hausse ; Nestlé perd après le rapport sur la Russie ; l'or grimpe
ActionsArticle

SMI en rouge, 8 des 20 Blue Chips en hausse ; Nestlé perd après le rapport sur la Russie ; l'or grimpe

La bourse suisse ferme en baisse après une semaine positive ; les prix de l'or augmentent dans un contexte d'augmentation des taux d'intérêt ; les actions de Nestlé baissent après le rapport sur les activités en Russie.

Rédaction Marchés · 18 Sept 2026
Les gains de SMI avec la hausse du taux de la Fed ; la décision d'UBS est repoussée
ActionsArticle

Les gains de SMI avec la hausse du taux de la Fed ; la décision d'UBS est repoussée

Les valeurs suisses ont enregistré des gains modestes après que la Réserve fédérale américaine a augmenté les taux de 25 points de base, comme prévu. Le débat sur la règle de capital de l'UBS reprendra la semaine prochaine.

Rédaction Marchés · 17 Sept 2026
L'indice SMI augmente de 0,2 % alors que la FED rend compte des résultats ; UBS progresse, Rieter chute après une dévalorisation
ActionsArticle

L'indice SMI augmente de 0,2 % alors que la FED rend compte des résultats ; UBS progresse, Rieter chute après une dévalorisation

Le marché suisse poursuit ses gains dès le début de la semaine, après la hausse de 25 points de base attendue par la Fed. Helvetia Baloise progresse à la suite de résultats trimestriels très solides, tandis que Rieter avance après une rétrogradation à la vente par UBS.

Rédaction Marchés · 17 Sept 2026
SMI remonte après le rassurage de la Fed ; la décision d'UBS est retardée, Rieter chute suite à une déclassification
ActionsArticle

SMI remonte après le rassurage de la Fed ; la décision d'UBS est retardée, Rieter chute suite à une déclassification

L’indice suisse gagne 0,2 % alors que les investisseurs saluent la prise de position résolue de la Fed en matière d’inflation ; UBS progresse avant le vote sur les règles de capital, tandis que Rieter chute après sa downgrade à « Vendre ».

Rédaction Marchés · 17 Sept 2026
Les actions européennes progressent légèrement alors que les prix du pétrole continuent de baisser
ActionsArticle

Les actions européennes progressent légèrement alors que les prix du pétrole continuent de baisser

L'EuroStoxx 50 a gagné 0,58% pour se fixer à 6 302,86, car la baisse du prix du pétrole brut a soutenu les actions, tandis que la dernière hausse des taux de la Fed a suscité des réactions mitigées des analystes.

Rédaction Marchés · 17 Sept 2026
L'Indice suisse des marchés gagne des points contre le fond du marché, UBS progresse après le vote du Ständerat
ActionsArticle

L'Indice suisse des marchés gagne des points contre le fond du marché, UBS progresse après le vote du Ständerat

L'indice SMI progresse modérément alors que le marché suisse réagit à la hausse de 25 points de base des taux de la Fed et au vote sur les règles de capital d'UBS, tandis que Roche et Rieter font face à des pressions de profit.

Rédaction Marchés · 17 Sept 2026
Le FTSE 100 augmente alors que la hausse des taux de la Fed égaie les marchés avant la décision de la BoE
ActionsArticle

Le FTSE 100 augmente alors que la hausse des taux de la Fed égaie les marchés avant la décision de la BoE

Les actions britanniques ont fait progresser mercredi grâce à la hausse de 25 points de base du taux de la Réserve fédérale, tandis que les investisseurs se penchaient sur la réunion de politique monétaire de la Banque d'Angleterre jeudi.

Rédaction Marchés · 17 Sept 2026
L'indice des marchés suisses progresse ; Roche est défavorisée, Rieter est pénalisé par la reduction de la note de UBS
ActionsArticle

L'indice des marchés suisses progresse ; Roche est défavorisée, Rieter est pénalisé par la reduction de la note de UBS

Les actions suisses évoluent de manière mitigée alors que l'indice SMI augmente, mais Roche et Rieter font face à des downgrades. Les prix du pétrole baissent dans un contexte d'incertitude géopolitique et d'attentes de hausse des taux par la Réserve fédérale américaine.

Rédaction Marchés · 17 Sept 2026
SMI en hausse à l'ouverture ; le pétrole s'est apprécié ; la Fed a de nouveau augmenté les taux d'intérêt
ActionsArticle

SMI en hausse à l'ouverture ; le pétrole s'est apprécié ; la Fed a de nouveau augmenté les taux d'intérêt

Les marchés suisses s'attendent à un début plus solide alors que le pétrole se retire des niveaux records de quatre mois, que la Fed annonce sa première hausse en plus de trois ans et que les noms de semi-conducteurs axés sur l'IA restent demandés, malgré la faiblesse généralisée des actions américaines.

Rédaction Marchés · 17 Sept 2026
SMI set for higher start as Boeing tumbles and semiconductors stay in demand
ActionsArticle

SMI set for higher start as Boeing tumbles and semiconductors stay in demand

Swiss index guided up 0.5%, US futures recover 0.7% overnight, while Boeing drops 3.7% on 777X delay and AI chip names hold firm.

Rédaction Marchés · 17 Sept 2026
Pound Falls on Disappointing UK Jobs Data as Dollar Gains Strength
ForexArticle

Pound Falls on Disappointing UK Jobs Data as Dollar Gains Strength

Sterling dropped after UK private-sector payrolls fell 34,000 in August, while the dollar index approached 100 ahead of Wednesday's Federal Reserve decision.

Rédaction Marchés · 15 Sept 2026
Swiss stocks fall after open; UBS, Partners Group and SMG drop
ActionsArticle

Swiss stocks fall after open; UBS, Partners Group and SMG drop

SMI opens 0.55% lower as UBS and Partners Group fall, SMG drops after ownership changes, Centiel rises, and oil gains ahead of the Fed decision.

Rédaction Marchés · 15 Sept 2026
DAX expected to hold after weak start as oil and Fed decision draw focus
ActionsArticle

DAX expected to hold after weak start as oil and Fed decision draw focus

The X-Dax points to a flat DAX open at 25,454 after Monday's 0.5% decline, while elevated oil prices and a likely Fed tightening decision shape the session.

Rédaction Marchés · 15 Sept 2026
European Stocks Fall as Crude Oil Holds Above $90 on Iranian Threats
Matières premièresArticle

European Stocks Fall as Crude Oil Holds Above $90 on Iranian Threats

Brent crude extends gains past $90 on Persian Gulf supply risks, compounding euro-area inflation pressure ahead of the ECB's expected rate hike.

Rédaction Marchés · 13 Sept 2026
Swiss franc strengthens after higher-than-expected Swiss inflation data
ForexArticle

Swiss franc strengthens after higher-than-expected Swiss inflation data

The Swiss franc surged after August inflation rose to a two-year high, while the euro and dollar weakened. Analysts see potential SNB tightening in December, though energy-driven price gains may limit immediate action.

Rédaction Marchés · 4 Sept 2026
US stocks rise on softer yields; Swiss franc strengthens after inflation surprise
ActionsArticle

US stocks rise on softer yields; Swiss franc strengthens after inflation surprise

U.S. benchmarks advance 0.4-0.6% at open as Treasury yields ease; SMI up 0.5% led by Roche and Logitech. Swiss inflation hits two-year high, lifting franc to 0.9392 per euro.

Rédaction Marchés · 3 Sept 2026
Swiss inflation hits two-year high, SNB rate hike odds rise
Banques centralesArticle

Swiss inflation hits two-year high, SNB rate hike odds rise

August CPI surge to 0.8% exceeds forecasts, lifting expectations for a potential Swiss National Bank rate increase by late 2027. Energy prices drive the jump while core inflation remains subdued.

Rédaction Marchés · 3 Sept 2026
Global bond rout pauses as European, Aussie yields retreat from peaks
Banques centralesArticle

Global bond rout pauses as European, Aussie yields retreat from peaks

German and Australian 10-year yields fall from multi-year highs after a week of aggressive selling, while U.S. labor data tempers rate-hike bets ahead of ECB meeting.

Rédaction Marchés · 3 Sept 2026
Swiss shares rise as defensive stocks lead; gold rallies on softer jobs data
Matières premièresArticle

Swiss shares rise as defensive stocks lead; gold rallies on softer jobs data

Swiss Market Index edges higher as Roche and other defensive stocks gain; gold jumps 0.63% on dovish US jobs report and weaker dollar. US semiconductor and software stocks diverge in premarket trading.

Rédaction Marchés · 2 Sept 2026
Six EU net contributors push for deep cuts to €2 trillion budget plan
MacroéconomieArticle

Six EU net contributors push for deep cuts to €2 trillion budget plan

Germany, Austria and four other net contributors demand reductions of several hundred billion euros to the EU's 2028-2034 budget, citing national consolidation needs and rejecting further joint borrowing.

Rédaction Marchés · 2 Sept 2026
Bundesbank chief flags possible ECB rate hike, warns on Germany’s AAA rating
Banques centralesArticle

Bundesbank chief flags possible ECB rate hike, warns on Germany’s AAA rating

Joachim Nagel signals markets may be right on an ECB rate increase next week, citing persistent inflation, while urging Berlin to preserve Germany’s top credit rating amid a widening fiscal deficit.

Rédaction Marchés · 2 Sept 2026
Dollar slips as long-end yields fuel debasement trade ahead of Fed week
ForexArticle

Dollar slips as long-end yields fuel debasement trade ahead of Fed week

U.S. currency retreats from post-Fed gains as two-year SOFR holds above 4.20%, while ECB inflation data and RBNZ decision loom. Analysis flags risk of further losses unless hawkish repricing solidifies.

Rédaction Marchés · 2 Sept 2026
EUR/USD slips as dollar strengthens ahead of Eurozone inflation
ForexArticle

EUR/USD slips as dollar strengthens ahead of Eurozone inflation

Euro falls below 1.16 amid weak German retail data and rising oil prices, while USD/JPY approaches 160 as Japanese yields hit three-decade highs. Technical levels and U.S. payrolls data loom large.

Rédaction Marchés · 2 Sept 2026
EUR/USD trapped between key moving averages as ECB-Fed hike bets converge
ForexArticle

EUR/USD trapped between key moving averages as ECB-Fed hike bets converge

The pair remains confined between the 100-day and 200-day moving averages after Eurozone inflation data reinforced expectations for a September ECB hike but tempered bets on further tightening.

Rédaction Marchés · 2 Sept 2026
GBP/USD holds near 1.3535 as Fed, BOE decisions loom
ForexArticle

GBP/USD holds near 1.3535 as Fed, BOE decisions loom

Sterling struggles to extend gains above 1.35 as global yields surge and policy divergence risks weigh ahead of key central bank meetings. Gilt yields hit multi-decade highs.

Rédaction Marchés · 2 Sept 2026
European stocks rise on Fed hawkish signals ahead of U.S. rate decision
ActionsArticle

European stocks rise on Fed hawkish signals ahead of U.S. rate decision

Euro Stoxx 50 gains 0.95% as investors price in potential September Fed hike; FTSE 100 and SMI also advance. Warsh signals readiness for tighter policy amid persistent inflation concerns.

Rédaction Marchés · 1 Sept 2026
Swiss equities rise as all SMI stocks gain; gold dips ahead of U.S. inflation data
ActionsArticle

Swiss equities rise as all SMI stocks gain; gold dips ahead of U.S. inflation data

The Swiss Market Index advances in early trade, led by Amrize, Kühne+Nagel and Logitech. Gold slips 0.3% to $4,642.74 per ounce as investors await the July PCE data and a speech by Fed’s Warsh.

Rédaction Marchés · 1 Sept 2026
Dollar strengthens on Fed hawkishness; euro, yen and Aussie under pressure
ForexArticle

Dollar strengthens on Fed hawkishness; euro, yen and Aussie under pressure

The U.S. dollar extended gains after hawkish remarks by Fed Chair Warsh, pressuring the euro, yen and Australian dollar. European inflation data and oil price gains added to market focus.

Rédaction Marchés · 31 Aug 2026
German DAX dips 0.6% from record as oil prices rise amid Middle East tensions
ActionsArticle

German DAX dips 0.6% from record as oil prices rise amid Middle East tensions

German blue-chip index slips after brief rally to all-time high, as investors weigh geopolitical risks, oil price surge and expectations of a Federal Reserve rate hike. MDax and Euro Stoxx 50 also decline.

Rédaction Marchés · 31 Aug 2026
Dollar correction gathers pace as Fed hike odds rise, EU risks mount
ForexArticle

Dollar correction gathers pace as Fed hike odds rise, EU risks mount

The greenback’s recent rebound faces headwinds as hawkish Fed repricing collides with political uncertainty in Europe and Japan. Correction seen extending into Q4.

Rédaction Marchés · 31 Aug 2026
European stocks slip as Iran tensions, rate hike bets weigh
ActionsArticle

European stocks slip as Iran tensions, rate hike bets weigh

DAX falls 0.9% after record close as Brent crude jumps 3.8% to $91.45/bbl; investors eye Fed policy signals and oil sector gains.

Rédaction Marchés · 31 Aug 2026
German 10-year Bund yield hits 15-year high as oil, rates rise
Matières premièresArticle

German 10-year Bund yield hits 15-year high as oil, rates rise

Ten-year German government bond yield climbs to 3.29%, highest since 2011, as U.S. rate hawkishness and Brent crude at $89.80 per barrel fuel bond selloff. Two-year Bund yield also hits multi-year peak.

Rédaction Marchés · 31 Aug 2026
Swiss equities slip on oil, Fed bets; Roche weighs on SMI
ActionsArticle

Swiss equities slip on oil, Fed bets; Roche weighs on SMI

The Swiss Market Index fell 0.1% as Roche dragged, while Kühne+Nagel gained 1.4%. Brent crude rose 3.3% to $90.98 amid Middle East tensions and delayed Hormuz Strait talks.

Rédaction Marchés · 31 Aug 2026
German bond yields hit multi-year highs after hawkish Fed signals
Banques centralesArticle

German bond yields hit multi-year highs after hawkish Fed signals

Eurozone sovereign debt selloff accelerates after U.S. Treasury yields surge on remarks by Federal Reserve Governor Kevin Warsh. ECB rate decision looms.

Rédaction Marchés · 31 Aug 2026
German stocks set for modest gain ahead of Jackson Hole; Nvidia rallies on earnings
ActionsArticle

German stocks set for modest gain ahead of Jackson Hole; Nvidia rallies on earnings

Dax futures point to a 0.3% rise as Nvidia's quarterly results exceed expectations, lifting chipmakers and tech peers. Fed's preferred inflation gauge remains elevated ahead of central bank symposium.

Rédaction Marchés · 31 Aug 2026
Euro yields rebound after Schnabel warns on inflation fight
Banques centralesArticle

Euro yields rebound after Schnabel warns on inflation fight

German two-year Bund yield rises to two-week high as ECB policymaker signals further rate hikes may be needed. U.S. Treasury yields also climb ahead of Jackson Hole symposium.

Rédaction Marchés · 30 Aug 2026
U.S. core PCE inflation holds at 3.3% in July, matching forecasts
InflationArticle

U.S. core PCE inflation holds at 3.3% in July, matching forecasts

Analysts see sticky services inflation as a key risk, with Fed policy focus shifting to Jackson Hole and September FOMC meeting. Consumer spending growth adjusted for inflation flat.

Rédaction Marchés · 29 Aug 2026
German DAX hits record high after Fed’s Warsh signals rate hike risk
ActionsArticle

German DAX hits record high after Fed’s Warsh signals rate hike risk

German blue-chip index climbs 0.77% to fresh peak after US central bank chief warns of inflation fight; automakers and chemicals lead gains. Euro Stoxx 50 advances 0.95% as risk appetite persists.

Rédaction Marchés · 28 Aug 2026
Germany posts stronger-than-expected Q2 growth, Q2 deficit hits record €71.3bn
MacroéconomieArticle

Germany posts stronger-than-expected Q2 growth, Q2 deficit hits record €71.3bn

German GDP rose 0.3% in Q2, beating prior estimates, while the state deficit widened to €71.3bn in H1 due to defense and infrastructure spending. Analysts warn of rising debt costs amid weak tax revenues.

Rédaction Marchés · 28 Aug 2026
Global economic calendar: Key events for Aug 27, 2026
MacroéconomieArticle

Global economic calendar: Key events for Aug 27, 2026

Earnings season continues with German, French and U.S. companies reporting quarterly figures while central bank data and labor indicators take center stage in Europe and the U.S.

Rédaction Marchés · 27 Aug 2026
Germany's budget deficit hits 3.1% of GDP in H1, breaches EU limit
ForexArticle

Germany's budget deficit hits 3.1% of GDP in H1, breaches EU limit

Deficit surges to €71.3 billion as federal shortfall widens by €29 billion year-on-year, driven by defense spending and subsidies. Rising borrowing costs compound fiscal strain.

Rédaction Marchés · 25 Aug 2026
US stocks mixed as oil dips, SMI extends losses; ABB falls, Richemont rises
ActionsArticle

US stocks mixed as oil dips, SMI extends losses; ABB falls, Richemont rises

U.S. benchmarks diverge with Dow up 0.1%, S&P 500 down 0.3% and Nasdaq 100 down 0.6% as Brent crude drops 1.1% to $93.10. Swiss SMI falls 0.47% with ABB leading decliners and Richemont among top gainers.

Rédaction Marchés · 25 Aug 2026
US stocks slip at week’s open; Intel, AMD drag tech; SMI near lows
ActionsArticle

US stocks slip at week’s open; Intel, AMD drag tech; SMI near lows

Dow, S&P 500 and Nasdaq 100 fall 0.1%, 0.3% and 0.6% respectively as chipmakers lag. Brent crude dips 1% to $93.22/bbl amid Iran sanctions outlook.

Rédaction Marchés · 25 Aug 2026
Truflation forecasts July core PCE at 0.2% MoM, Fed seen on hold through 2026
InflationArticle

Truflation forecasts July core PCE at 0.2% MoM, Fed seen on hold through 2026

U.S. core inflation expected to rise 0.2% month-over-month in July, while Truflation projects the Federal Reserve will forgo rate hikes for the remainder of the year amid mixed economic signals.

Rédaction Marchés · 25 Aug 2026
Brazil sets 2027 minimum wage at R$1,741, budget bill on track
MacroéconomieArticle

Brazil sets 2027 minimum wage at R$1,741, budget bill on track

The federal government has finalized the minimum wage for 2027 at R$1,741, with the 2027 budget bill set for submission by August 31. Adjustments comply with legal inflation and GDP-linked formulas.

Rédaction Marchés · 25 Aug 2026
European stocks mixed as Iran sanctions, Nvidia loom over week
ActionsArticle

European stocks mixed as Iran sanctions, Nvidia loom over week

Euro Stoxx 50 slipped 0.22% as traders awaited U.S. sanctions on Iran, Nvidia earnings and Jackson Hole policy signals. FTSE 100 rose 0.35% on metal gains; SMI flat near 14,447.

Rédaction Marchés · 24 Aug 2026
Global markets cautious amid geopolitical tensions and Nvidia earnings
ActionsArticle

Global markets cautious amid geopolitical tensions and Nvidia earnings

Swiss and European equities edge lower as investors await key U.S. data, central bank signals and Nvidia’s AI chip results. Oil and gold move in opposite directions.

Rédaction Marchés · 24 Aug 2026
Swiss equities slip as SMI lags; Roche, Novartis weigh; Richemont gains
ActionsArticle

Swiss equities slip as SMI lags; Roche, Novartis weigh; Richemont gains

Swiss benchmark SMI falls 0.25% to 14,423 as Roche and Novartis slide, while Richemont leads gains. US futures point to a softer open after a mixed week.

Rédaction Marchés · 24 Aug 2026
DAX holds above 26,000 as investors await Nvidia and Fed cues
ActionsArticle

DAX holds above 26,000 as investors await Nvidia and Fed cues

German blue-chip index steadies near 26,134 points after Friday’s rebound, but faces resistance toward record highs amid key macro and earnings events this week. Semiconductor and auto shares lag while materials gain.

Rédaction Marchés · 24 Aug 2026
EUR/USD hits 1.1700, highest since May, as dollar weakens
ForexArticle

EUR/USD hits 1.1700, highest since May, as dollar weakens

Euro gains ground on improving eurozone data and US Treasury bond buyback expansion, while technical levels suggest limited upside ahead of key US economic releases this week.

Rédaction Marchés · 24 Aug 2026
USD/JPY stuck in 158-159.78 range as US curve tensions persist
ForexArticle

USD/JPY stuck in 158-159.78 range as US curve tensions persist

Yield differentials with Japan and Treasury’s efforts to cap long-end borrowing costs keep the dollar-yen pair range-bound. Fed’s Warsh faces a policy dilemma ahead of Jackson Hole.

Rédaction Marchés · 24 Aug 2026
DAX seen lower as investors eye Nvidia earnings, Iran sanctions and Jackson Hole
ActionsArticle

DAX seen lower as investors eye Nvidia earnings, Iran sanctions and Jackson Hole

German blue-chip index expected to slip 0.2% at open as geopolitical risks and key U.S. events weigh on sentiment. Support at 26,000 and 21-day line in focus.

Rédaction Marchés · 24 Aug 2026
Dollar outlook hinges on UST buybacks and Fed credibility, BofA says
ForexArticle

Dollar outlook hinges on UST buybacks and Fed credibility, BofA says

Stronger U.S. Treasury buybacks and policy credibility concerns weigh on the greenback, with gold and franc outperforming as investors reassess dollar fundamentals.

Rédaction Marchés · 23 Aug 2026
U.S. economic data due Monday: Chicago Fed index, Treasury bill auctions
MacroéconomieArticle

U.S. economic data due Monday: Chicago Fed index, Treasury bill auctions

Chicago Fed activity gauge and $50 billion in 3- and 6-month Treasury bill sales headline Monday’s U.S. data slate. Previous readings show modest contraction and steady yields.

Rédaction Marchés · 22 Aug 2026
U.S. national debt surpasses $40 trillion for first time
MacroéconomieArticle

U.S. national debt surpasses $40 trillion for first time

Total public debt reaches $40.047 trillion as borrowing accelerates under Trump and Biden administrations amid rising deficits and Treasury bond yields.

Rédaction Marchés · 22 Aug 2026
U.S. judge blocks visa suspension for applicants from 75 countries
MacroéconomieArticle

U.S. judge blocks visa suspension for applicants from 75 countries

Federal judge rules State Department exceeded authority in barring immigrant visas based on nationality. Policy covered Latin America, Africa and parts of Asia.

Rédaction Marchés · 22 Aug 2026
U.S. national debt tops $40 trillion as servicing costs near $1.4 trillion
MacroéconomieArticle

U.S. national debt tops $40 trillion as servicing costs near $1.4 trillion

Crossing the $40 trillion mark, the U.S. faces rising debt servicing expenses and elevated Treasury yields, with projections pointing to $50 trillion by 2029. Market intervention has done little to curb structural pressures.

Rédaction Marchés · 22 Aug 2026
Bank of America warns of market fallout if U.S. bond plan fails
Banques centralesArticle

Bank of America warns of market fallout if U.S. bond plan fails

BofA strategist Hartnett sees dollar weakness and increased short bets on risk assets if 30-year Treasury yields stay above 5%. S&P 500 drops 1.9% amid bond-market volatility.

Rédaction Marchés · 22 Aug 2026
BOJ’s July 2027 meeting timing fuels speculation on rate hike timing
Banques centralesArticle

BOJ’s July 2027 meeting timing fuels speculation on rate hike timing

The Bank of Japan’s next policy meeting, scheduled for July 21-22, 2027, coincides with the expiration of two hawkish board members’ terms, raising questions about the central bank’s normalization strategy.

Rédaction Marchés · 21 Aug 2026
Gold rises as Trump escalates economic pressure on Iran
Matières premièresArticle

Gold rises as Trump escalates economic pressure on Iran

U.S. sanctions threat against Iran lifts gold, oil prices; Fed rate-hike odds remain low ahead of Jackson Hole. Analysis flags technical resistance and profit-taking risks.

Rédaction Marchés · 21 Aug 2026
U.S. Treasury's Bessent to outline Iran sanctions plan on Monday
Banques centralesArticle

U.S. Treasury's Bessent to outline Iran sanctions plan on Monday

Secretary Scott Bessent will detail planned measures against Iran and Treasury bond buybacks at a press conference. Bond yields surged before partially reversing after Wednesday's support announcement.

Rédaction Marchés · 21 Aug 2026
U.S. debt tops $40 trillion as Fed minutes, Iran tensions lift markets
MacroéconomieArticle

U.S. debt tops $40 trillion as Fed minutes, Iran tensions lift markets

Fed minutes show dissent on rates as U.S. debt surpasses $40 trillion; Brent crude rises on geopolitical risks while Walmart's ad unit growth supports retail shares.

Rédaction Marchés · 21 Aug 2026
Analysis: US Treasury buybacks seen supporting softer dollar, risk appetite
ForexArticle

Analysis: US Treasury buybacks seen supporting softer dollar, risk appetite

Analysts argue the latest US Treasury intervention signals concern over high bond yields rather than a policy credibility crisis, potentially aiding high-beta and emerging market currencies.

Rédaction Marchés · 21 Aug 2026
China holds benchmark lending rates steady for 15th month in August
Banques centralesArticle

China holds benchmark lending rates steady for 15th month in August

The People's Bank of China kept the one-year and five-year loan prime rates unchanged at 3.00% and 3.50%, respectively, as policymakers prioritize fiscal support over further monetary easing amid weak July economic data.

Rédaction Marchés · 21 Aug 2026
U.S. 30-year Treasury yield jumps 5.4 bps after debt buyback plan
Banques centralesArticle

U.S. 30-year Treasury yield jumps 5.4 bps after debt buyback plan

Long-dated U.S. bond yields rose after the Treasury announced a larger debt buyback program, while global stocks edged higher following four straight sessions of declines.

Rédaction Marchés · 21 Aug 2026
U.S. Treasury may expand bond buyback program beyond $4 bln per issue
Banques centralesArticle

U.S. Treasury may expand bond buyback program beyond $4 bln per issue

Secretary Bessent signals potential increase in Treasury bond repurchases to stabilize markets and address yield distortions. Update follows surprise doubling of buyback size announced Wednesday.

Rédaction Marchés · 20 Aug 2026
U.S. debt surpasses $40 trillion for first time
MacroéconomieArticle

U.S. debt surpasses $40 trillion for first time

Total public debt hits $40.047 trillion as Treasury ramps up long-dated bond buybacks to ease yields amid rising term premiums.

Rédaction Marchés · 20 Aug 2026
U.S. Treasury doubles long-dated bond buybacks after yield surge
Banques centralesArticle

U.S. Treasury doubles long-dated bond buybacks after yield surge

Long-dated U.S. Treasury yields fell 10 bps after the government doubled planned bond buybacks. Stocks rose, gold and bitcoin gained, while the dollar weakened sharply against the Swiss franc.

Rédaction Marchés · 20 Aug 2026
Fed minutes show growing inflation worries at July meeting
Banques centralesArticle

Fed minutes show growing inflation worries at July meeting

Minutes from the July 28-29 Federal Reserve meeting reveal increased concerns over broad-based price pressures, with three policymakers dissenting in favor of a rate hike. The benchmark rate remained at 3.50%-3.75%.

Rédaction Marchés · 20 Aug 2026
U.S. Treasury yields surge in 2026 as bond ETFs face steep losses
Matières premièresArticle

U.S. Treasury yields surge in 2026 as bond ETFs face steep losses

Long-dated Treasury yields hit multi-year highs in August 2026 amid fiscal deterioration and inflation persistence, pressuring bond ETFs like TLT and AGG into deep oversold territory.

Rédaction Marchés · 20 Aug 2026
U.S. accused of interest-rate manipulation after doubling bond buybacks
Banques centralesArticle

U.S. accused of interest-rate manipulation after doubling bond buybacks

Criticism of the Swiss National Bank’s currency interventions highlights parallels with Washington’s bond-market interventions, which similarly distort market pricing. Analysis of policy overlap and unintended consequences.

Rédaction Marchés · 20 Aug 2026
G7 government debt pressures mount as borrowing costs surge
MacroéconomieArticle

G7 government debt pressures mount as borrowing costs surge

U.S. debt tops $40 trillion while Japanese and German yields hit multi-decade highs. OECD interest payments overtake defense spending.

Rédaction Marchés · 20 Aug 2026
Bitcoin holds near $64K as U.S. crypto policy, Iran tensions weigh
CryptoArticle

Bitcoin holds near $64K as U.S. crypto policy, Iran tensions weigh

Top cryptocurrencies consolidate gains after White House meeting with Trump and regulators, while geopolitical risks cap upside. Treasury bond buybacks expand to support long-dated debt.

Rédaction Marchés · 20 Aug 2026
China set to hold loan prime rates steady in August amid weak economy
Banques centralesArticle

China set to hold loan prime rates steady in August amid weak economy

All 25 surveyed banks expect the one-year and five-year loan prime rates to remain at 3.00% and 3.50%, respectively, as policymakers prioritize fiscal measures over monetary easing.

Rédaction Marchés · 20 Aug 2026
RBA signals potential rate hike as inflation risks rise
Banques centralesArticle

RBA signals potential rate hike as inflation risks rise

Reserve Bank of Australia holds rates steady but warns of further tightening if upside inflation risks materialize, citing Middle East tensions and AI-driven demand.

Rédaction Marchés · 20 Aug 2026
Gold steadies near $4,500/oz as yields ease; Fed minutes awaited
Matières premièresArticle

Gold steadies near $4,500/oz as yields ease; Fed minutes awaited

Bullion pared losses after a sharp drop as U.S. Treasury yields declined and oil prices rose. Treasury to double buyback operations next month as Fed minutes loom.

Rédaction Marchés · 20 Aug 2026
Dollar, euro lose nearly half their purchasing power since 2000
InflationArticle

Dollar, euro lose nearly half their purchasing power since 2000

U.S. dollar and euro purchasing power halved over 25 years, while Swiss franc held value better amid divergent central bank policies. Inflation trends and wage dynamics compared.

Rédaction Marchés · 19 Aug 2026
Brazil's fiscal reforms face 'painful final mile', says minister
MacroéconomieArticle

Brazil's fiscal reforms face 'painful final mile', says minister

Brazil's economy chief warns of difficult negotiations ahead as fiscal reforms near completion, citing resistance to spending cuts and tax adjustments.

Rédaction Marchés · 18 Aug 2026
EUR/USD hits eight-week high; focus shifts to U.S. data
ForexArticle

EUR/USD hits eight-week high; focus shifts to U.S. data

Euro strengthens to highest level since late March as markets await U.S. inflation and jobs data for next Fed move. Dollar faces pressure ahead of key releases.

Rédaction Marchés · 17 Aug 2026
EUR/USD rallies as dollar's exceptional strength wanes
ForexArticle

EUR/USD rallies as dollar's exceptional strength wanes

Euro gains ground as broad dollar weakness reduces the currency's dominance, with EUR/USD approaching key resistance levels.

Rédaction Marchés · 17 Aug 2026
Citi expects Fed to hold rates steady in September after inflation data
Banques centralesArticle

Citi expects Fed to hold rates steady in September after inflation data

Analysts at Citi cite recent inflation readings as key factor in likely policy pause next month.

Rédaction Marchés · 17 Aug 2026
U.S. dollar weakens amid mixed economic signals
ForexArticle

U.S. dollar weakens amid mixed economic signals

Dollar index declines as traders reassess Fed policy outlook after mixed U.S. data. Focus shifts to upcoming inflation and jobs reports for direction.

Rédaction Marchés · 17 Aug 2026
EUR/USD nears 1.1560 resistance after ECB-Fed policy divergence
ForexArticle

EUR/USD nears 1.1560 resistance after ECB-Fed policy divergence

Euro gains ground as ECB signals cautious rate path while Fed signals potential cuts. Traders eye 1.1560 level as key technical barrier.

Rédaction Marchés · 17 Aug 2026
U.S. 30-year bond yields hit 25-year high as inflation concerns weigh
Banques centralesArticle

U.S. 30-year bond yields hit 25-year high as inflation concerns weigh

Long-term borrowing costs surge to levels last seen in 2001 amid persistent inflation uncertainty and elevated government debt supply. Treasury auctions remain well-covered despite rising yields.

Rédaction Marchés · 16 Aug 2026
U.S. inflation proves stickier than July CPI suggests, analysts warn
InflationArticle

U.S. inflation proves stickier than July CPI suggests, analysts warn

Underlying price pressures remain elevated despite a mild July CPI reading, raising concerns over the Federal Reserve's policy path. Bitcoin's volatility reflects shifting market expectations.

Rédaction Marchés · 16 Aug 2026
U.S. budget deficit hits $1.8 trillion in first 10 months of fiscal 2024
MacroéconomieArticle

U.S. budget deficit hits $1.8 trillion in first 10 months of fiscal 2024

Deficit widens as spending outpaces revenue, driven by interest costs and defense allocations. Fiscal year ends Sept. 30.

Rédaction Marchés · 16 Aug 2026
U.S. budget deficit widens beyond forecasts in latest data
MacroéconomieArticle

U.S. budget deficit widens beyond forecasts in latest data

Shortfall exceeds projections as spending outpaces revenue, raising fiscal concerns amid economic uncertainty.

Rédaction Marchés · 16 Aug 2026
Euro zone bond yields fall as U.S. inflation cools in July
Banques centralesArticle

Euro zone bond yields fall as U.S. inflation cools in July

German 10-year Bund yield drops to two-week low as softer U.S. CPI data fuels bets on global rate cuts.

Rédaction Marchés · 16 Aug 2026
S&P 500, Nasdaq rise after inflation data, strong earnings
ActionsArticle

S&P 500, Nasdaq rise after inflation data, strong earnings

U.S. equities advanced as softer-than-expected inflation data and upbeat corporate earnings outweighed growth concerns. The Dow Jones Industrial Average lagged.

Rédaction Marchés · 15 Aug 2026
Euro zone bond yields dip after softer U.S. inflation data
Banques centralesArticle

Euro zone bond yields dip after softer U.S. inflation data

German 10-year Bund yields fell below 2.5% as cooler-than-expected U.S. CPI reading boosted demand for core euro zone debt.

Rédaction Marchés · 15 Aug 2026
US CPI data looms as Fed rate decision nears
InflationArticle

US CPI data looms as Fed rate decision nears

Consumer prices report may determine whether the Federal Reserve delivers a rate hike next month. Economists expect modest inflation cooling.

Rédaction Marchés · 15 Aug 2026
U.S. 10-year yield hits 2024 high as long bond demand weakens
Banques centralesArticle

U.S. 10-year yield hits 2024 high as long bond demand weakens

Benchmark Treasury yield rises above 4.5% as investors reassess demand for long-duration debt amid shifting rate expectations.

Rédaction Marchés · 14 Aug 2026
U.S. CPI data may fuel dovish Fed expectations
InflationArticle

U.S. CPI data may fuel dovish Fed expectations

Wednesday's inflation print could shift market bets on Federal Reserve policy, with softer-than-expected data potentially accelerating rate-cut timelines.

Rédaction Marchés · 14 Aug 2026