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 […]

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 […]

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 […]

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 […]

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 […]

Market Analysis MARKET ANALYSIS | 25/06/2021 The debate over how long inflation could last is still wide open Record PMI data show Europe’s recovery is still accelerating The new US […]

Market Analysis MARKET ANALYSIS | 18/06/2021 The exact timing of any tapering is still up in the air The yield curve flattened, and the dollar enjoyed a hefty rebound We […]

Market Analysis MARKET ANALYSIS | 11/06/2021 Markets focused on inflation Talks over the size of Joe Biden’s stimulus package remained fraught The ECB stuck to its extremely cautious stance by […]

Market Analysis MARKET ANALYSIS | 04/06/2021 U.S. Markets higher in quiet week as “meme” stocks grab headlines The major indexes closed moderately higher in a shortened trading week, with markets […]

Market Analysis MARKET ANALYSIS | 28/05/2021 Formal approval of the €750bn stimulus plan by European parliaments Retreat of government bond yields and a weaker dollar A new €15bn package for […]