Analysis Team
Is September a good month for assets?
"September is the worst month of the year for Equities, period; median return for 500 since 1928 is -1.56% ". This was the warning...
Bond futures at interesting levels despite the volatility
Since the BOE was the first to raise rates in November 2021, followed in February 2022 by the Fed and finally in June 2022...
Europe is bad: but how are European Equity Markets doing?
That the Eurozone is not in good shape economically we know and we have said it many times: manufacturing, orders, PMIs, hours worked (in...
Rates differential is only one part of the equation and ECB has it still...
It is widely believed, not without reason, that the task of Lagarde and the ECB is far more difficult than that of her counterpart...
Market Update – August 25 – Powell at Jackson Hole, inflation mission not accomplished...
US equity markets pulled back strongly yesterday with US30 having its worst day since March, US100 its second worst in August and US500 swinging...
Market Update – August 24 – NVDA posts stellar Q2 results; Stocks, Bonds, Metals...
Let's start with NVIDIA that after the close reported results of a stellar Q2 and topped analyst estimates both on Revenues ($13.51 billion vs...
