Are good times already over?

Are good times already over?

The AI fever that took hold of investors in the past few months is showing some signs of easing. Investors are wondering if things are going a bit too fast, which led to some sell-offs in iconic...
Our Logo March 11, 2024 at 09:38 am
Make of that what you will

Make of that what you will

The market is not ready to end its bullish phase. Investors are still enamored with anything artificial intelligence, while central banks hinted that rate cuts are coming this summer. February's job...
Our Logo March 08, 2024 at 09:10 am
Good signals from central banks

Good signals from central banks

The mood is brighter this morning, with futures and most Western indices being in the green. After a brief hesitation yesterday, equity markets quickly got back on track after Jerome Powell reassured...
Our Logo March 07, 2024 at 09:37 am
What’s happening to the US economy?

What’s happening to the US economy?

Wall Street suffered a minor setback yesterday, after four months of gains. Recent data seems to be hinting at a cooling US economy and tech stocks finally faltered. Is the bullish phase going to...
Our Logo March 06, 2024 at 09:50 am
Tesla, Apple and China’s delusions

Tesla, Apple and China’s delusions

Beijing's new objectives don't seem to be thrilling many people this morning. It was supposed to be a big day for China, with a new path, new measures, and economic targets, but it ended being a...
Our Logo March 05, 2024 at 10:02 am
China, Powell and the ECB are the focus of investors this week

China, Powell and the ECB are the focus of investors this week

The rush towards artificial intelligence stocks continues unabated. It's reminiscent of the Internet craze of 25 years ago, but with profitable companies – so, investors have fewer qualms about...
Our Logo March 04, 2024 at 09:15 am
March has big shoes to fill

March has big shoes to fill

Tech stocks and Japan are rising, China struggles, the Fed is waiting for more data… It still feels like 2023! On a more serious note, things are going well for equities at start of 2024, thanks in...
Our Logo March 01, 2024 at 08:13 am
Just as expected

Just as expected

That was the data everybody was waiting for, since it has a major impact on future monetary policy in the United States. Investors have recently given the impression that they don't really care about...
Our Logo February 29, 2024 at 09:15 am
The calm after the storm

The calm after the storm

When a rally ends, it is often followed by a few quiet sessions. Yesterday, global indices remained within a small range, resulting in a few shades of red and green, but without excess. Investors are...
Our Logo February 28, 2024 at 09:42 am
What could go wrong?

What could go wrong?

The atmosphere is calm on markets as investors take a wait-and-see attitude before key data later this week. Wall Street landed yesterday after a long bull run. The main indices were only slightly...
Our Logo February 27, 2024 at 09:37 am
How long will this bullish phase last?

How long will this bullish phase last?

Things could have gone either way last week. Nvidia’s earnings report, if disappointing - could have ended investors’ fever on anything related to AI – the driving force behind markets at the...
Our Logo February 26, 2024 at 09:25 am
Nvidia and the moon

Nvidia and the moon

Yesterday’s session was quite something: Investors reacted to Nvidia’s stratospheric results with glee and indices shattered a few records. Today’s session is likely to be quieter.
Our Logo February 23, 2024 at 09:34 am
Phew! The party continues!

Phew! The party continues!

The release of better-than-expected results by the new darling of US tech has boosted investor fever for all things artificial intelligence.
Our Logo February 22, 2024 at 09:24 am
The fate of the market depends on this

The fate of the market depends on this

Investors are trading carefully ahead of chip designer Nvidia's eagerly awaited earnings report that could either stop or further boost this year's AI-led rally. The Fed is also due to release...
Our Logo February 21, 2024 at 09:11 am
China move leaves markets unfazed

China move leaves markets unfazed

Wall Street returns and remains subdued after a long bank holiday weekend. Earlier today, the People's Bank of China unveiled a record cut in its five-year prime lending rate, in a bid to boost the...
Our Logo February 20, 2024 at 09:31 am
Forget about rate cuts...

Forget about rate cuts...

Investors were cautiously optimistic ahead of the producer price report for January, with Futures on the Nasdaq 100 up 0.4% this morning. But indices quickly fell after the PPI was posted at 8:30 am...
Our Logo February 16, 2024 at 09:19 am
Let's move forward

Let's move forward

US shares recovered from their slump induced by stronger than expected inflation data in January. Large caps are driving gains, with artificial intelligence luring investors like moths to a flame....
Our Logo February 15, 2024 at 09:36 am
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