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S&P500 officially entered a bull market - June 9, 2023
S&P500 officially entered a bull market - June 9, 2023

Episode 203

The return of rate hikes fears didn’t weigh on markets for too long, as US equities rallied sharply yesterday, and the S&P500 entered a bull market. …

3 years, 4 months ago

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Return of the hawks - June 8, 2023
Return of the hawks - June 8, 2023

Episode 202

The unexpected rate hikes announced in Australia and Canada reminded investors that inflation hasn't evaporated from the risk landscape. The return o…

3 years, 4 months ago

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Investors are no longer afraid  - June 7, 2023
Investors are no longer afraid - June 7, 2023

Episode 201

Well, I think it's clear: the market isn’t going down any more. Even when it appears to be doing so, investors find a way to save the day. This was t…

3 years, 4 months ago

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Will the Fed follow Australia's decision to hike rates? - June 06, 2023
Will the Fed follow Australia's decision to hike rates? - June 06, 2023

Episode 200

With only a few days to go before the Fed unveils its monetary policy rate decisions, the pressure is on after the Australian central bank unexpected…

3 years, 4 months ago

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The Magnificent Seven - June 5, 2023
The Magnificent Seven - June 5, 2023

Episode 199

The mood is still upbeat on equity markets, buoyed by economic strength in the US and the latest rumor of a stimulus plan in China. Tech stocks are s…

3 years, 4 months ago

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Several good news lift Wall Street - June 2, 2023
Several good news lift Wall Street - June 2, 2023

Episode 198

We’re nearing the end of the debt-ceiling psychodrama in the United States, which gives a welcome boost to global indices.

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3 years, 5 months ago

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Pause or no pause? June 1, 2023
Pause or no pause? June 1, 2023

Episode 197

All Western markets ended in the red yesterday due to various headwinds. Exceptionally, they were unable to count on support from the tech sector. In…

3 years, 5 months ago

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Managing expectations - May 31, 2023
Managing expectations - May 31, 2023

Episode 196

Nothing new so far this morning, China continues to disappoint investors, AI still rules financial markets and the US debt ceiling remains the main f…

3 years, 5 months ago

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Let's wait-and-see - May 30, 2023
Let's wait-and-see - May 30, 2023

Episode 195

Wall Street reopens after the long bank holiday weekend. Macroeconomic data also make a comeback with the first major statistic of the week, the Conf…

3 years, 5 months ago

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Sticky US inflation reawakens rate hike fears - May 26, 2023
Sticky US inflation reawakens rate hike fears - May 26, 2023

Episode 194

Things are really heating up in the American tech sector, which benefits the Nasdaq 100 and the S&P 500, but elsewhere, the mood is not exactly festi…

3 years, 5 months ago

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