The Market Screener

Jerome Powell managed to reassure investors yesterday. He did acknowledge a lack of progress lately in the Fed’s efforts to tame inflation, but reiterated that interest rates are still likely to be lowered this year. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

This week is one of the busiest this year for corporate results. After Microsoft, Alphabet, Tesla and Apple, it’s Amazon’s turn to present its earnings after the bell today. Investors will be closely watching, as they await tomorrow’s Fed meeting. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Investors bet on the right horse last week. The Magnificent Seven came to the market’s rescue, despite fears about the trajectory of the economy and rates, and talks about stagflation in the US. This morning, tech is also lifting indices. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Yesterday’s lower-than-expected US GDP reading showed that the price component rose more than expected. Investors were eagerly awaiting today’s March inflation reading to get more clue about the health of the economy and the Fed’s future monetary policy.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Earnings season is picking up pace, and the market is becoming increasingly unpredictable in how it reacts to new earnings reports. Good results aren’t enough to go up, bad ones aren’t necessarily taking a stock down, and a company can be criticized one day and worshipped the next. And now economic data is bringing old fears back... Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidenti...

Investors saw yesterday’s weak economic data as a sign that all hope isn’t lost when it comes to rate cuts this year. This led indices to remain in the green for a second consecutive day. Strong corporate earnings are also helping to lift investor sentiment. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The main global indices have been bouncing back since Monday after a very difficult week. The arrival of a slew of results from very large companies could act as a further catalyst for equity markets, and give back a little joie de vivre to investors. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Escalating tensions in the Middle East, doubts over the trajectory of Fed interest rates and the sharp decline in US technology stocks, particularly in the semiconductor sector, have rattled markets last week. This morning, global indices are attempting a rebound ahead of a series of earnings reports. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Escalating tensions between Israel and Iran are unsettling investors, sending global indices down. The favorable stock market environment seen at the beginning of the year is slowly waning.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Lately, when things go wrong on the inflation side, tech is there to save the day. This is true today, after strong results from semiconductor giant Taiwan Semiconductor Manufacturing lifted futures in premarket trading today. The calmer bond and currency market is also helping. Big Tech earnings remain in focus, with Netflix reporting after the close today. Hosted by Audiomeans. Visit audiomeans....

Equity markets remain subdued as hopes of a near-term rate cut in the US fade. Will corporate results act as a new catalyst? Perhaps, since UnitedHealth and Morgan Stanley’s results helped Wall Street yesterday. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Stock markets seem to have entered a more complex phase, which is eroding investor confidence at the start of the first quarter earnings season. The so-called 'goldilocks' scenario, where everything is tepid but predictable, has been weakened and bears are once again on the prowl. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Investors are struggling to form a clear view on whether or not the upturn in US inflation is here to stay and whether it represents a paradigm shift for monetary policy. Sentiment over the weekend was hampered by escalating tensions in the Middle East, but a series of strong quarterly corporate earnings reports boosted morale today, with most Western indices being well in the green today.  H...

Earnings season kicks off today with the first major set of quarterly results of the season, featuring the giants of American finance. Investors are hoping these will be a new catalyst for the market. So far, the results are mixed. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street indices lost 1% yesterday after a statistic that reshuffled the deck on the evolution of U.S. monetary policy.  However, there was a little bit of good news today after the release of March producer prices. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street indices have – surprisingly - been very resilient in the past few days despite signs that rate cuts might not coming as soon as the market thought. But today’s March inflation data may be the straw that broke the camel’s back. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Investors are anxiously awaiting Wednesday’s key inflation data from the US and Thursday’s European Central Bank's interest rate decision. They want to refine their rate cuts forecast after receiving confirmation from recent data and Fed official speeches that the road to monetary policy easing will not be a smooth one.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite f...

Investors have long been obsessed with monetary policy, but it's clear that they're becoming less and less concerned, hypnotized by the strength of the US economy. This is the general mood in mid-April, as we await the arrival this week of the first set of quarterly corporate results. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The words of central bankers are always gospel to investors. The problem is that there have been some conflicting messages lately. The release of monthly US employment data this morning was eagerly expected by investors, who hoped it would help clear the air.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

It seems that the US job market is cooling according to the latest data, and investors might take this as a sign that a rate cut in June is getting likelier. They also took comfort in some comments from Jerome Powell yesterday. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The mood is changing on stock markets, with global indices turning red since the start of April due to worries about the path of rate cuts this year. Things could take a turn for the worse today as Federal Reserve Chair Jerome Powell is due to speak. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street opened in the red this morning, weighed down by health insurers. Investors are also reassessing their scenarios for rate cuts this year after Jerome Powell’s speech, and await more economic data and comments from Fed officials. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Today is the final trading session of the week for the Western stock markets and Wall Street opened mixed due to better-than-expected economic data. Indeed, a strong economy lessens the need for rate cuts, which investors are not too happy about. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Today's session is likely to be a bit calm, before things get a bit more serious on Thursday and Friday, when the final US GDP reading for the final quarter of 2023, the latest US employment data and PCE inflation will be unveiled, followed by a speech from Jerome Powell. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Equity markets are experiencing their first seasonal trough of the year. This usually happens between two earnings periods. Companies have almost finished unveiling their 2023 figures. The cycle will pick up again in the second week of April with US financials such as BlackRock and JPMorgan, whose releases are due on April 11 and 12.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-con...