As Last week’s trading session coincided with a sudden but moderate correction in the major global stock market indices, a…
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Observer
MARKET OBSERVER – N° 193
The performance of the major global stock indices following the US government’s announcement that the war against Iran had ended with a ceasefire agreement confirms international investors’ belief that the conflict will not resume.
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MARKET OBSERVER N° 192
As President Trump’s latest ultimatum to surrender expired, as was to be expected given the numerous precedents, the predictable about-face occurred, in the form of an urgent announcement of the US withdrawal from the war effort.
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MARKET OBSERVER – N° 191
The new year for the stock markets began with a credible shift in the global economy’s outlook, which, however, has already defied the forecasts of most economists for three years running, who were stubbornly oriented toward a slowdown in the economy that has never materialized.
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MARKET OBSERVER – N° 190
The stock markets had a highly satisfactory year in terms of index growth, with nearly all major stock markets recording double-digit gains.
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MARKET OBSERVER – N° 188
The summer period has coincided with a substantially bullish phase for international stock markets, allowing some indices to return to their all-time highs, such as the US S&P 500.
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MARKET OBSERVER – N° 185
Six weeks have passed since the announcement by US President Trump, during Liberation Day on April 1, of a double-digit tariff plan, which at its peak caused an 18% contraction in the S&P 500 index since the beginning of the year; now there is an increase of about 100 points.
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MARKET OBSERVER – N° 184 BIS
The dynamics of international financial markets since the beginning of April have shown highly anomalous characteristics that lead one to believe that a totally new phase has begun in the correlations between stock markets, fixed income, currencies and safe haven assets.
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MARKET OBSERVER – N° 184
The recent, rapid decline in yields offered by ten-year US government bonds deserves further investigation as it could be a useful indicator on the economic outlook, not only in the US.
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MARKET OBSERVER – N° 183
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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