Category: Weekly
Not even a skinny deal ? In the latest edition of our weekly financial markets update: Fortunately, a dramatic recovery started in Q3, but… ; In the past, elections mattered for markets ; Currencies. Surprisingly optimistic ECB tone ; Currencies. Limited GBP risk premium means further downside ; Equity. The discovery of a vaccine and […]
Not even a skinny deal ? In the latest edition of our weekly financial markets update: Fortunately, a dramatic recovery started in Q3, but… ; In the past, elections mattered for markets ; Currencies. Surprisingly optimistic ECB tone ; Currencies. Limited GBP risk premium means further downside ; Equity. The discovery of a vaccine and […]
Lessons of levitation In the latest edition of our weekly financial markets update: Beware of sleepy water ; Low volatility favors RobinHood-like speculation ; Currencies. EM currencies are lagging in all market conditions ; Fixed income. PBoC will promote a new key rate ; Equities. The premises for a correction or a sector rotation? ; […]
The battle of new bosses In the latest edition of our weekly financial markets update: Financial repression fuels investors’ mutation ; Big players have remained on the sideline ; Fixed income. Green is everywhere ; Fixed income. Still some value left in peripheral bonds ; and Equities. US Technology is the same size as the […]
Yuan mini-bang In the latest edition of our weekly financial markets update: The eventual birth of a digital renminbi ; Towards a Renminbi gold-standard? ; De-dollarization visible effects ; Fixed income. ECB minutes highlight the uncertainty ; Currencies. PBoC on hold for a while ; Equities. Wary of September ; Equities. Green stocks benefit from […]
Boris debacle In the latest edition of our weekly financial markets update: The dangerous art of bluffing ; UK miscalculations are not new ; Fixed income. A schizophrenic high yield market ; Currencies. Firmly dovish antipodean central banks messages ; Equity. Covid-19, the vaccine war ; and Equities. Extreme geopolitical tensions. Click here to read […]
Shaping the recovery In the latest edition of our weekly financial markets update: The alphabet as a guideline… ; … or towards new patterns? ; Fixed income. Inflation risks ; and Equities Stock markets resist Covid. Click here to read our weekly financial markets update report. Disclaimer This document is solely for your information […]
When the Quad wakes up … In the latest edition of our weekly financial markets update: China is revisiting the Monroe doctrine ; A high – temporary- fragility of India ; China is fueling the Quad resurgence ; Fixed income. Take care of the rates seasonality ; Gold. This is the time of truth ; […]
Cat and Mouse In the latest edition of our weekly financial markets update: Phase I trade deal: hopes and facts ; Geo-political factors also play a role ; Currencies. The USD is close to an important moment ; Currencies. A crossroad for the CHF ; Equities. Bad week for FAANGs ; and Equities. Good results […]
Slowbalization installs In the latest edition of our weekly financial markets update: The Great Recession was the turning point ; The five eras of Modern Globalization ; Beyond peak globalization ; Fixed income. Nothing new to expect from the ECB ; Fixed income. The European Recovery Fund to support the Green Bond market ; Equities. […]