The Market Screener

Rates are high, but at the same time the economy is picking up. As a result, the situation is good for asset holders, and may even improve further should rates fall.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The US central bank did and said what investors expected it to do. The stock markets took this as confirmation of their right to continue moving forward. If you don't like central banks, skip to part two, where I'll be talking about technology stocks. If you're fed up with these two topics, it's going to be complicated... Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for m...

The day that investors have been waiting for is finally here. At 2pm, we’ll have the Fed’s monetary policy decision, followed by Jerome Powell’s speech. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

We had a flurry of announcements from Nvidia yesterday, and two central banks adjusted their monetary policies overnight, but it's the US Federal Reserve that the market is awaiting. We'll have to wait until tomorrow for that. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

This week, we’re expecting no less than five decisions from leading central banks. The program kicks off on Tuesday with the Bank of Japan and the Bank of Australia. The US Federal Reserve will follow on Wednesday, before the Swiss National Bank and the Bank of England on Thursday. For the sake of completeness, there will be around twenty monetary policy decisions this week, with those of Brazil,...

With an important US central bank monetary policy meeting just days away, investors have lost some of their appetite for tech stocks. It’ll probably take more than that to turn them away from artificial intelligence, but the fever is easing, for now. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Investors don’t seem to care about rate cuts these days. Inflation data coming in above expectations in the past few weeks hasn’t caused any turmoil. However, today, producer prices came in way above expectations. When will it be too much? Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

It is sometimes complicated to anticipate and understand market reaction to new data. Indeed, yesterday’s higher than expected inflation reading didn’t elicit the response that most commentators expected investors would have.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Inflation in the US picked up in February, disappointing investors who had expected it to remain stable, according to the CPI index that was just published by the Labor Department. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

 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 stocks on Friday. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

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 data was eagerly awaited by traders seeking to refine their forecasts about monetary policy. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

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 investors that we're on the right track. Today, the ECB confirmed this good scenario. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

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 resounding flop. This is weighing on two very popular US tech stocks. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The rush towards artificial intelligence stocks continues unabated. It's reminiscent of the Internet craze of 25 years ago, but with (very) profitable companies – so, investors have fewer qualms about jumping in with both feet. As for those who speak of a bubble, the market has chosen to classify them as Debbie downers rather than visionaries for the time being. Hosted by Audiomeans. Visit audiome...

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 part to robust annual results from large companies.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

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 the Fed any more, preferring to focus on AI. But given the anticipation this morning, it's clear that rate cuts are on most investors' minds. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-con...

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 keeping a cautious stance ahead of key inflation data due later this week as they seek more clarity regarding central banks' monetary policy path. Hosted by Audiomeans. Visit audiomeans.fr/politique-d...

The atmosphere is calm on Wall Street 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 down, as investors could help themselves from buying. This morning, we're going to take a look at some of the reasons for this. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite...

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 moment. Thankfully, Nvidia’s results were astonishingly good, so indices continued to rise. How long can it continue at this pace? Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for mo...

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. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

 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 minutes. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street returns and remains subdued after a long bank holiday weekend. Earlier today, the People's Bank of China (PBOC) unveiled a record cut in its five-year prime lending rate, in a bid to boost the property market and stimulate the economy. But that wasn’t enough to boost global indices. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

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 ET.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

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. Nvidia – the stock that’s got the biggest AI label - has now surpassed Alphabet to become the country's third most valuable firm, just days after it overtook Amazon.com. Hosted by Audiomeans. Visit audio...