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2024 _ NEWS
Pre-earnings season slowdown and euphoria
Last week, US labour data showed a slowdown in the economy, with the unemployment rate on the rise......
2024 _ NEWS
Polarization of markets: AI euphoria and soundness of century-old companies
The week ended with almost unchanged performance in stock and bond markets. Friday's PCE data......
2024 _ NEWS
Falling inflation and firm rates: where are the opportunities?
Last week brought crucial macroeconomic data, with U.S. inflation falling and the FED holding rates......
2024 _ NEWS
Consumer and Value: where to find discounts
The month of November is coming to a close where markets were up +9%, driven by the return of value......
2024 _ NEWS
ECB prepares first rate cut: what to expect?
The past week has been full of macroeconomic data, with the focus on European and U.S. inflation......
2024 _ NEWS
Powell reassures on inflation, focus returns to growth
The week was positive for financial markets, with gains between 2 percent and 3 percent in global......
2024 _ NEWS
Value opportunities: Utilities and Healthcare in focus
Midway through the second quarter, Chinese and British stocks are performing well, thanks to still......
