{"id":82358,"date":"2026-05-06T15:16:40","date_gmt":"2026-05-06T15:16:40","guid":{"rendered":"https:\/\/www.gaylussacgestion.com\/%f0%9f%93%88-le-marche-qui-est-en-train-de-tout-faire-basculer\/"},"modified":"2026-06-16T09:50:25","modified_gmt":"2026-06-16T09:50:25","slug":"%f0%9f%93%88the-market-that-is-turning-everything-on-its-head","status":"publish","type":"post","link":"https:\/\/www.gaylussacgestion.com\/en\/%f0%9f%93%88the-market-that-is-turning-everything-on-its-head\/","title":{"rendered":"\ud83d\udcc8 The market that is turning everything on its head."},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\ud83c\udfa4 A few days ago, Philippine Watteaux, co-manager of the MacroSphere Global Fund at Gay-Lussac Gestion, was a guest on Mounir Laggoune\u2019s Finary Talk to explore three key themes shaping portfolios in 2026:<br\/><br\/>\u2192 Macroeconomic analysis to identify drivers of performance<br\/>\u2192 The foreign exchange market<br\/>\u2192 De-dollarisation and its implications for investors<br\/><br\/>\ud83e\udd1d A thought-provoking discussion, reminding us that we are at a critical juncture in the macroeconomic cycles for asset allocation.<br\/>Thank you to Mounir Laggoune and the whole Finary team for this discussion.<br\/><br\/>\ud83d\udc49 You can watch the Finary Talk with Philippine Watteaux here:<br\/><a href=\"https:\/\/lnkd.in\/erN-C_nB\">https:\/\/lnkd.in\/erN-C_nB<\/a><br\/><br\/>This discussion naturally ties in with the launch of Macro In Motion, the weekly podcast hosted by Philippine Watteaux alongside Loic Cadiou, co-manager of the MacroSphere Global Fund at Gay-Lussac Gestion. Every weekend, in just a few minutes, they discuss key macroeconomic themes and their implications for the markets. <br\/><br\/>\ud83d\udc49 To follow their analysis, find Macro In Motion on Spotify and Apple Podcasts:<br\/><a href=\"https:\/\/lnkd.in\/eRCUR68n\">https:\/\/lnkd.in\/eRCUR68n<\/a><br\/><a href=\"https:\/\/lnkd.in\/eACfmryH\">https:\/\/lnkd.in\/eACfmryH<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud83c\udfa4 A few days ago, Philippine Watteaux, co-manager of the MacroSphere Global Fund at Gay-Lussac Gestion, was a guest on Mounir Laggoune\u2019s Finary Talk to explore three key themes shaping portfolios in 2026: \u2192 Macroeconomic analysis to identify drivers of performance\u2192 The foreign exchange market\u2192 De-dollarisation and its implications for investors \ud83e\udd1d A thought-provoking discussion, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":77879,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[62],"tags":[],"class_list":["post-82358","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-2"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\ud83d\udcc8 The market that is turning everything on its head. | Gay-Lussac Gestion<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.gaylussacgestion.com\/en\/%f0%9f%93%88the-market-that-is-turning-everything-on-its-head\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\ud83d\udcc8 The 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