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Carmignac's NoteMarch 19, 2025English

Donald Trump Makes the Rest of the World Great Again

4 minute(s) read
Donald Trump Makes the Rest of the World Great Again
Carmignac's NoteFebruary 26, 2025English

Artificial Intelligence in transition

1 minute(s) read
Artificial Intelligence in transition
Carmignac's NoteDecember 30, 2024English

2024 Recap: 10 facts that tell a story

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2024 Recap: 10 facts that tell a story
Carmignac's NoteNovember 21, 2024English

Trump 2.0

5 minute(s) read
Trump 2.0
Carmignac's NoteSeptember 16, 2024English

Will August’s turbulence give way to a Goldilocks economy?

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Will August’s turbulence give way to a Goldilocks economy?
Carmignac's NoteJuly 16, 2024English

An unusual disconnect

2 minute(s) read
An unusual disconnect
Carmignac's NoteMay 16, 2024English

Towards a change in thematic leadership on the stock market?

3 minute(s) read
Towards a change in thematic leadership on the stock market?
Carmignac's NoteApril 29, 2024English

All deficits aren’t equal

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All deficits aren’t equal
Carmignac's NoteMarch 20, 2024English

The two facets of the demographic transition

3 minute(s) read
The two facets of the demographic transition
Carmignac's NoteFebruary 23, 2024English

Is the honeymoon already over for money markets?

3 minute(s) read
Is the honeymoon already over for money markets?