Market Overview
Here’s Why the ECB Can Afford to Take a More Dovish Stance
03.10.2024
Here’s Why the ECB Can Afford to Take a More Dovish Stance
The US 2-year yield jumped above the 3.60% level on worry that the Fed may not pull out another 50bp…
Market Risk Is Building Despite the Yield Curve Un-Inverting
03.10.2024
Market Risk Is Building Despite the Yield Curve Un-Inverting
The segment’s title might also read “Another Week, Status Unchanged”, as it has been for so long now. That status…
The Fiscal Impact of Mass Immigration on US and European Taxpayers
03.10.2024
The Fiscal Impact of Mass Immigration on US and European Taxpayers
Immigration is once again making headlines (has it ever stopped?), and it’s not just the sheer numbers that have people…
French Debt: The Next Big Risk for European Markets?
03.10.2024
French Debt: The Next Big Risk for European Markets?
Between France’s increasing yields and the UK’s colossal debt-to-GDP ratio, Europe is facing difficulties financing itself. Meanwhile, SNB head bows…
Clock Ticking on Recession Calls? Indicators Suggest Rebounding Economic Activity
03.10.2024
Clock Ticking on Recession Calls? Indicators Suggest Rebounding Economic Activity
The resonance of summer warnings that the US economy is on the precipice of recession continues to fade from the…
Wall Street Bulls in Control of the Narrative
23.01.2024
Wall Street Bulls in Control of the Narrative
The report on retail sales last week revealed a solid growth of 0.1% in December, indicating a robust economic performance.…
Buy the Dip: Multi-Year Rebound Shows ‘Fear of a Bear Planet’ Remains Farfetched
22.01.2024
Buy the Dip: Multi-Year Rebound Shows ‘Fear of a Bear Planet’ Remains Farfetched
Contrary gloomy predictions, investors that bought the 2022 dip are now sitting on juicy returns as the S&P 500…
S&P 500’s New Record High Could Signal Potential for Extended Gains Ahead
22.01.2024
S&P 500’s New Record High Could Signal Potential for Extended Gains Ahead
The S&P 500 has hit a new record high after 512 trading days – one of the largest negative…
Yen awaits BoJ decision, stocks hit new records
22.01.2024
Yen awaits BoJ decision, stocks hit new records
Stock markets reach new heights on solid US data and AI hype Risk-on sentiment keeps dollar on back foot,…
This Week in Financial Markets: US Big Tech Flying Higher, China Denies Stimulus
22.01.2024
This Week in Financial Markets: US Big Tech Flying Higher, China Denies Stimulus
In the past week, major financial markets have suffered a setback as central bankers tried to dampen investors’ hopes…