SILEX
The mix by SILEX
SILEX makes its podcasts available to help you navigate current financial markets and generate tactical investment ideas. You will also find replays of our live conferences and the weekly SILEXpresso. We hope you will enjoy them! To know more about us, please visit silex-partners.com (http://www.silex-partners.com/) or email news@silex-partners.com. Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Episodi
🔦 Les valeurs défensives sur le devant de la scène 19.04.2023 4:56
Un podcast consacré au marché actions , par Vincent Rennella , Responsable de la Stratégie Actions chez SILEX. Enregistré le 12/04/2023. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🔎Equity focus : credit cycle weakening… stay defensive 17.04.2023 5:31
Week #16. Every Monday morning we serve the SILEXpresso, a 3+ minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🔎Focus actions : le cycle de crédit s’affaiblit... restons défensifs 17.04.2023 5:10
Semaine #16. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
💥 Lower energy prices push Eurozone inflation lower, but underlying pressures remain elevated. 03.04.2023 4:51
Week #14. Every Monday morning we serve the SILEXpresso, a 3+ minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
💥 Les prix de l’énergie font baisser l’inflation en Zone euro, mais l’inflation sous-jacente reste élevée. 03.04.2023 4:47
Semaine #14. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
✈ The turbulence phase has started! 27.03.2023 6:25
Week #13. Every Monday morning we serve the SILEXpresso, a 3+ minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
✈ La phase de turbulence a commencé ! 27.03.2023 6:29
Semaine #13. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🔎 Focus actions : Les marchés actions rejoignent notre positionnement défensif 20.03.2023 5:39
Semaine #12. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🔎 Equity focus: Equity markets catching up with our defensive stance 20.03.2023 5:49
Week #12. Every Monday morning we serve the SILEXpresso, a 3+ minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
📈 Le resserrement monétaire se fait sentir, le pic des taux est prévu à l’été ! 13.03.2023 4:34
Semaine #11. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
📈 Monetary tightening is being felt, peak rates is expected this summer ! 13.03.2023 4:23
Week #11. Every Monday morning we serve the SILEXpresso, a 3+ minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
❗ Central banks remain under pressure, the last miles to cover are the toughest ! 06.03.2023 5:07
Week #10. Every Monday morning we serve the SILEXpresso, a 3+ minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
❗ Les banques centrales restent sous pression, les derniers kilomètres sont les plus durs ! 06.03.2023 4:54
Semaine #10. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🤚 Les perspectives en Zone euro se sont améliorées en 2023, mais le risque monétaire doit être surveillé ! 27.02.2023 5:09
Semaine #9. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🤚 Eurozone perspectives have brightened in 2023, but the monetary policy risk should be monitored ! 27.02.2023 5:21
Week #9. Every Monday morning we serve the SILEXpresso, a 3+ minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
📣 Une économie américaine toujours très résiliente… mais est-ce vraiment une si bonne nouvelle ? 20.02.2023 4:30
Semaine #8. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
📣 A still very resilient US economy… but is it really good news? 20.02.2023 4:17
Week #8. Every Monday morning we serve the SILEXpresso, a 3+ minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
📣 Les banquiers centraux s’expriment : encore un petit effort à faire ! 13.02.2023 4:50
Semaine #7. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
📣 Central bankers speak : still a bit of work to do ! 13.02.2023 4:20
Week #7. Every Monday morning we serve the SILEXpresso, a 3+ minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🤚Les espoirs d’atterrissage en douceur prennent de l’ampleur en ce début d’année ! 06.02.2023 4:43
Semaine #6. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🤚Soft landing hopes are building up ! 06.02.2023 4:27
Week #6. Every Monday morning we serve the SILEXpresso, a 3+ minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🤚Une semaine importante en vue : les banques centrales se réunissent ! 30.01.2023 5:04
Semaine #5. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🤚 Stay tuned this week with important central bank meetings ! 30.01.2023 8:48
Week #5. Every Monday morning we serve the SILEXpresso, a 3+ minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🤚 No disinflation without economic slowdown in the US, the debt ceiling saga is back ! 23.01.2023 8:43
Week #4. Every Monday morning we serve the SILEXpresso, a 3+ minutes vocal digest on our macro and allocation views. Hosted on Ausha. See ausha.co/privacy-policy for more information.
🤚 Pas de désinflation sans ralentissement aux États-Unis, la saga sur le plafond de la dette américaine est de retour ! 23.01.2023 5:00
Semaine #4. Chaque lundi matin nous servons le SILEXpresso, un condensé vocal de 3mn sur nos vues macro et allocation. Hosted on Ausha. See ausha.co/privacy-policy for more information.
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