Market Analysis MARKET ANALYSIS | 12/03/2021 U.S. Stocks move back into record territory. Stocks moved broadly higher for the week, lifting most of the major benchmarks to new records. Investors […]
INCREASED SECTOR AND THEMATIC ROTATION
Market Analysis MARKET ANALYSIS | 05/03/2021 Best performance of US markets since November 9 Investors have been waiting for two major deadlines New announcements have strengthened budgetary and monetary support […]
CONCERNS RISE AS INTEREST RATE NORMALISATION ACCELERATES
Market Analysis MARKET ANALYSIS | 26/02/2021 Investors began to fear a strong economic rebound might fuel inflation The Fed and ECB tried to reassure markets A significant sector rotation, mainly […]
RATES WEIGH ON STOCKS
Market Analysis MARKET ANALYSIS | 19/02/2021 U.S. Rising rates weigh on stocks The major indexes ended mostly lower for the holiday-shortened trading week, with the large-cap benchmarks and technology-heavy Nasdaq […]
INVESTORS BET ON A RECOVERY
Market Analysis MARKET ANALYSIS | 05/02/2021 Vaccination paves the way for a possible return to freedom The economy and earnings proved more resilient than expected It is increasingly likely that […]
MARKET SUDDENLY LOOKING BRIGHTER
Market Analysis MARKET ANALYSIS | 05/02/2021 Great surprises continue on the results The horizon is brightening for the stimulus plan in United States Mario Draghi as a remedy to bring […]
VOLATILITY CONCERNS
Market Analysis MARKET ANALYSIS | 29/01/2021 Retail investors ganged together to hit hedge funds Concerns over the pandemic and vaccination delays We remain bullish of equities Volatility resurfaced. The S&P500 […]
POST-PANDEMIC TIMES IS WHAT INVESTORS VIEW
Market Analysis MARKET ANALYSIS | 22/01/2021 Results from S&P 500 constituents have been generally better than expected The ECB struck a less dovish note by saying that not necessarily all […]
MARKET TRENDS ARE UNDERPINNED WITH VACCINATION ROLLOUTS AND STIMULUS PLANS
Market Analysis MARKET ANALYSIS | 15/01/2021 Political tension in Italy and mounting social distancing measures Joe Biden unveiled his $1.9 trillion package Cyclicals and small/midcaps as well as banks and […]