Economy & Markets
Economy & Markets #18 - Energy unrest and a wobbly Yen cannot stop the American AI rally
Michel Salden
I'm Michel Salden, an economist with more than 20 years of experience in active portfolio management at firms including ABP and Vontobel. I specialise in credit, currencies and commodities and now work at Tresor Capital as an investment manager.
Economy & Markets
Economy & Markets #17 - Chipmakers lead the way from risk off to risk on
Economy & Markets
Economy & Markets #4 – Geopolitical risk falling, or is it not?
Economy & Markets
Economy & Markets #3 – What will the dollar do? Applying for jobs again thanks to AI?
Economy & Markets
Economy & Markets #2 – Trump plays real-life Risk
Economy & Markets
Economy & Markets #51 - Europe finances Ukraine, Washington confronts Venezuela
Economy & Markets
Economy & Markets #50 - Whimsical scenarios for 2026 and a critical look at private equity
Economy & Markets
Economy & Markets #49 - Europe splits on pace and vision
Economy & Markets
Economy & Markets #48 - How a butterfly in Japan can cause a whirlwind in Brussels
Economy & Markets
Economy & Markets #47 - How Asian turmoil and AI doubts are testing market sentiment
Economy & Markets
Economy & Markets #46 – Markets look for direction without data
Economy & Markets
Economy & Markets #45 - Two speeds in one economy: why the Fed is caught between growth and inequality
Strong profit growth at the top is masking the pressure on the middle class and SMEs, making monetary policy ever harder to balance.