Market Analysis MARKETS & ECONOMY | 30/07/2021 U.S. Benchmarks end mixed The major indexes were mixed for the week. The large-cap benchmarks and the technology-focused Nasdaq Composite index managed record […]
POSITIVE COMPANY RESULTS REASSURE INVESTORS
Market Analysis MARKET ANALYSIS | 23/07/2021 The equity plunge at the beginning of the week was short-lived Investors reassured by signs that vaccination was slowing hospitalization Governments are also adopting […]
INFLATION MAY HAVE BEEN TEMPORARY?
Market Analysis MARKET ANALYSIS | 16/07/2021 Inflation is running sharply higher in the UK and also in the US Some yield curve flattening as short rates rose Sanitary situation remained […]
THE DELTA VARIANT RAISES CONCERN WITH INVESTORS
Market Analysis MARKET ANALYSIS | 09/07/2021 Activity slowing in the US and Asia Companies are still struggling to secure supplies The Fed and ECB are in no hurry to get […]
RISK ASSETS WRAP UP A FIRST HALF
Market Analysis MARKET ANALYSIS | 02/07/2021 Cyclicals with exposure to international tourism underperformed The eurozone rebound is still in place We are still neutral on risk assets Risk assets saw […]