Qu'est ce qui pourrait bien mal tourner ?

Thomas Veillet, Erik Norland & Issa Maiga

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Program

Les marchés abordent 2027 avec de solides raisons d'être confiants, mais aussi quelques signaux qui invitent à la prudence.

Thomas Veillet et Erik Norland (Chicago Mercantile Exchange) analysent en direct les forces qui pourraient façonner les marchés d'ici fin 2026 et tout au long de 2027

- Politique américaine et trajectoire des taux

- Devises et énergie

- Géopolitique et valorisations

Au programme : les risques que les marchés négligent, là où le consensus pourrait se tromper, et les classes d'actifs susceptibles de créer la surprise.

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