News & Analysis | Renalco

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Image: A delicate balancing act

A delicate balancing act

21 Jul 2025 34

A supportive preliminary earnings picture. The earnings season is about to get into full swing, and preliminary insights are reassuring. With about 10% of the companies in the S&P 500 and STOXX Europe 600 having reported, the...

Image: France: The good, the bad and the ugly

France: The good, the bad and the ugly

15 Jul 2025 79

It’s been nearly a year since President Macron dissolved parliament, plunging France into political uncertainty with no clear majority emerging. What’s the situation now – and which investment opportunities in France?...

Image: The real “Liberation Day” was in Argentina

The real “Liberation Day” was in Argentina

10 Jul 2025 103

In recent months, Argentina has taken another step forward in its economic reforms. Progress is becoming more evident, and the peso has been freed from a strict foreign exchange control regime. Capital controls have been largely eased, and...

Image: Renalco SA and Silex Investment Partners SA Forge Strategic Content Partnership

Renalco SA and Silex Investment Partners SA Forge Strategic Content Partnership

9 Jul 2025 149

Renalco SA is pleased to announce a new editorial partnership with Silex Investment Partners SA, a leading Swiss company in services to asset managers and a provider of financial solutions. This collaboration marks a shared commitment to...

Image: Quarterly Review of Financial Markets and Outlook Q2/2025

Quarterly Review of Financial Markets and Outlook Q2/2025

8 Jul 2025 358

In the second quarter of 2025, the global economy was dominated by persistent trade tensions, monetary policy adjustments and a still fragile economic recovery. The Trump administration reignited the trade war with China imposing tariffs...

Image: The moment of truth

The moment of truth

7 Jul 2025 112

The deadline for President Trump's tariffs is fast approaching, with the 90-day pause set to expire on July 9. It will be a test for the TACO trade (Trump Always Chickens Out), which supported risk assets in the last quarter. As we go...

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