The working hypothesis that the stock market would open the new year with a lateral movement of the indices is confirmed for the US stock market while the European markets have so far logged a decidedly positive trend.
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Market Observer
MARKET OBSERVER – N° 182
With only a few days before the official inauguration of the new US President, several economic and geopolitical factors have already begun to discount the foreseeable strategic changes of the new executive.
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MARKET OBSERVER – N° 181
As a little over a month has passed since the victory of the Republican candidate, D. Trump, in the US…
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MARKET OBSERVER – N° 180
The technical accumulation phase of shares of the primary stock markets that began after the “flash crash” of early August, gave way to the subsequent recovery of prices in October, characterized by a certain gradualness, also because the elements of uncertainty, especially geopolitical, abound.
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MARKET OBSERVER – N° 179
This autumn the stock markets are starting off conditioned by various factors of uncertainty ranging from the imminent US presidential election, to the next monetary policy decisions of central banks, to the real stability of the economic situation on opposite sides of the Atlantic and to the prospective dynamics of the dollar exchange rate, elements that are partly linked to each other.
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MARKET OBSERVER – N° 178
The start of the summer for stock markets coincided with a phase of technical distribution on the primary indices, culminating in a modest correction that affected the entire month of July, quantifiable in a general correction of stocks in the order of about 5%.
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MARKET OBSERVER – N° 177
For the developed Western economies, this Spring coincided with a phase of unexpected economic stability, which also caught the monetary authorities off guard.
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MARKET OBSERVER – N° 176
The first quarter of 2024 is approaching its end, recording a positive balance confirming that the underlying bullish trend that began in October 2022 remains in place, barring inevitable interruptions, such as that of March 2023, induced by the regional banking crisis in the USA.
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MARKET OBSERVER – N° 175
For the third consecutive year, the forecasts relating to the prospective dynamics of the international securities markets cannot be deduced from the possibility or otherwise of an economic recession starting during the year. This hypothesis had already been aired by experts in 2022 and reiterated at the level of a generalized consensus in 2023, only to prove fallacious until now.
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MARKET OBSERVER – N° 174
The year is coming to an end for stock markets with a result not expected at the start of the year, with the majority of the primary world stock indices up by double-digit percentages; in some cases exceeding 20%. Here it has been observed on several occasions that stock market demand would depend mainly on expectations relating to two fundamental data, the dynamics of GDP and the inflation rate, linked to each other through the variable of the cost of money.
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