BFM Bourse full episode June 10 2024 – guests and runtime

The June 10 2024 edition of BFM Bourse ran for 2 hours 13 minutes, delivering a marathon of market commentary that included senior strategists from Cité Gestion, OFI Invest AM and Union Bancaire Privée among others【1】.

Episode composition

The program opened with journalist Antoine Larigaudrie setting the day’s agenda before turning to John Plassard, associate and head of investment strategy at Cité Gestion, who outlined the firm’s outlook on equities and fixed income. Benjamin Louvet, head of commodities at OFI Invest AM, then discussed the latest trends in energy and metals, while Julie Cohen‑Heurton provided a quick market recap. The panel continued with Thibault François of Fastea Capital, Saïd Belbachir of OFI Invest AM retail, and Patrice Gautry, chief economist at Union Bancaire Privée, each offering sector‑specific insights.

Later in the broadcast, Marc Lefèvre of Scope Group and Romain Daubry, a Bourse Direct consultant, debated European market dynamics. Julien Marion and Charles Monot contributed additional perspectives on asset allocation, followed by Sophie Chauvellier of Dorval AM and Alain Bokobza from Société Générale CIB discussing macro‑driven portfolio strategies. The session closed with Etienne Monceau of ZoneBourse and Cécile Aboulian of All Invest summarising actionable takeaways for investors【1】.

Guest expertise snapshot

• John Plassard (Cité Gestion) – focuses on strategic asset allocation across global equities.
• Benjamin Louvet (OFI Invest AM) – leads commodities research, emphasizing oil and precious metals.
• Patrice Gautry (Union Bancaire Privée) – provides macro‑economic forecasts for the Eurozone.
• Alain Bokobza (Société Générale CIB) – heads asset‑allocation strategy for institutional clients.

These experts collectively covered equity markets, fixed‑income outlooks, commodity price drivers, and macro‑economic policy implications, offering listeners a comprehensive view of the current financial landscape.

What to watch

• Eurozone inflation data slated for release later this week, which could shift the macro outlook discussed by Gautry.
• Upcoming ECB policy meeting (date pending) that may influence the fixed‑income strategies highlighted by Plassard.
• Energy price reports from major producers, relevant to Louvet’s commodities commentary.

The extensive guest roster and the 2‑hour‑plus runtime underscore BFM Bourse’s role as a go‑to source for real‑time market analysis, while the forthcoming data releases will test the viewpoints expressed on June 10.