Every major macro move, reconstructed step by step.
The educational timeline of narratives MoneyRadar has tracked since 2021 - each one gathers Briefs, Notes, Reports and Videos into a readable timeline.
Recession
This analysis traces the evolution of global economic outlooks, recession and stagflation fears, and the impact of monetary and geopolitical policies on financial markets from June 2025 to April 2026.
Bond Yields
Analysis of the evolution of bond yields and allocation strategies in response to central bank policies, inflation, geopolitical tensions, and economic cycles.
Small Caps
Analysis of the performance and outlook of small-cap companies, particularly in Europe and the United States, in the face of macroeconomic challenges, the impact of AI, and strategic portfolio re-evaluations.
Tech
This series of publications analyzes the evolution of the technology sector, its impacts on financial markets, and proposes adapted investment strategies in a changing macroeconomic and geopolitical context.
Finance
Analysis of macroeconomic investment strategies and the repercussions of geopolitical events (war in Ukraine, US-China tensions, Iranian conflict) on global financial markets, with a focus on asset allocation and sectoral opportunities.
US Dollar
Analysis of the evolving status of the US dollar as a safe haven, from its weakening under Trump's policies to geopolitical tensions, and its implications for investors.
Stagflation
This analysis traces the evolution of stagflation fears, from its definition and causes (trade policies, energy shocks) to its impacts on financial markets and adapted investment strategies, particularly in response to geopolitical tensions.
Inflation
This analysis traces the evolution of inflation concerns from June 2025 to April 2026, covering disinflationary trends in the United States, persistent fears in Europe, the impact of Trump's trade policies, and later, inflationary shocks linked to geopolitical conflicts, notably the war in Iran, and the emergence of stagflation risk.
Geopolitics
This analysis traces the evolution of major geopolitical tensions, such as Donald Trump's policies, the war in Ukraine, and the conflict in Iran, and details their repercussions on financial markets and investment strategies.
Analyses presented reflect MoneyRadar's past positions and do not constitute investment advice.