Baisse de taux de la Fed, quels impacts ?

Lors de son intervention dans l’émission Smart Bourse du 16 septembre 2025, Léa Dauphas, cheffe économiste chez TAC ECONOMICS a livré une analyse claire et nuancée sur la situation économique américaine et les choix à venir de la Réserve fédérale.
China’s economic balancing act: Rising risks of a cyclical shock in 2027

China’s economy is entering a critical phase. After years of strong growth, structural weaknesses — from excessive debt and industrial overcapacity to demographic decline and trade tensions — are now converging. According to TAC ECONOMICS, these imbalances heighten the risk of a cyclical shock by 2027, as the country struggles to rebalance from investment-driven to consumption-led growth. With financial leverage at record levels and geopolitical pressures mounting, China’s economic risks could reshape global markets over the coming years.
Marchés émergents en août 2025 : signaux d'alerte précoces en hausse

TAC ECONOMICS’ August 2025 Monthly Comments highlight new vulnerabilities across several emerging markets, as weakening growth, restrictive trade measures, and geopolitical tensions reshape the global risk landscape.