The Market Screener

After a difficult first week of 2024, stock market indices are trying to bounce back. Investors have found renewed confidence that rate cuts are coming fast, and artificial intelligence is back to being a hot topic again.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The optimism about Fed rate cuts that dominated December is quickly fading, and futures on Wall Street’s main indices were in the red this morning. Investors are eager to get more clues about the state of the economy to assess the trajectory of monetary policy. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

It’s a pretty a grim start to the new year, with three sessions in the red for Wall Street. Futures remained mixed this morning as investors await more economic data to get a better idea of the Fed’s monetary easing path. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The first session of the year on Wall Street was lackluster and today looks it’s not gonna be any better. Speculation is already rife as to whether this is the end of the good times seen at the end of last year or just temporary. The main event today is the publication, later this afternoon, of the minutes of the latest US central bank meeting.  Hosted by Audiomeans. Visit audiomeans.fr/polit...

As we start a new market year it’s good to have a quick look back at 2023. Let’s also recap what happen on Wall Street and elsewhere during year-end festivities, since many of us have completely disconnected from stock market news in the past week. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Investors got what they wanted before Christmas, which is another sign that inflation is cooling. For this last column of the year, we'll talk about rate cuts, artificial intelligence, Tencent and Nike... Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street ended in the red yesterday due to profit taking, but also because of a specific kind of options. I’ll explain in a bit. But things are already looking green. Investors are assessing U.S. GDP and employment data, before the core PCE index on Friday. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The US market looks like it’s taking a breather, with futures in the red in premarket trading, after several sessions of gains fueled by hopes of rate cuts after the Fed's December 13 monetary policy decision that showed lower policy rates by the end of 2024. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Christmas is fast approaching and the atmosphere on stock markets is rather joyful, with most indices in the green. Investors are cheering fresh data showing a slowdown in eurozone inflation in November and the Bank of Japan's decision. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Investors have already overindulged this year, but they don't seem ready to curb their appetite. Western Indices are on course to end 2023 on their best levels of the year, after another positive weekly performance.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Investors are slowly coming down from Cloud 9 after the rally sparked Fed confirmed it will start cutting rates next year. Many indices are flirting with or have exceeded their highs this week, which ends with the last clearing session of the year, the triple-witching' day", as financiers generally call it. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information...

For its final outing of 2023, the US Federal Reserve strengthened market convictions. Investors were surprised by the more dovish-than-expected comments. It will now take a lot to derail the year-end rally.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Finally, we’re about to find out the Fed’s last monetary policy decision of the year! A decision that may bring equity markets towards their record highs. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The December rally is up to a good start. Several equity indices have surpassed their highs, while others are just waiting to do so. In this sea of optimism, the US central bank faces a complex equation: how to maintain confidence, retain power and keep the markets from getting carried away? We'll probably have some answers on Wednesday. In the meantime, investors can speculate on the latest US in...

There are just a few stock market sessions left before the end of year that was a good vintage for Western markets. Investors are eagerly awaiting several central bank decisions this week, before things get a bit calmer in the days leading up to Christmas. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The monthly US employment report for November was eagerly awaited before the last US monetary policy decision of the year, scheduled for next week.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street indices were up in premarket trading, ahead of Friday’s publication of the eagerly-awaited employment data. I don’t mean to sound like a broken record, but as I already mentioned repeatedly, investors are hooked on bad economic data, which confirms their preferred scenario of looming rate cuts. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The market is experiencing schadenfreude as more people struggle to find work. The configuration remains unchanged: rate cuts are taken for granted next year in the US and Europe, and more likely in the first part of the year.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Stock markets are taking a break at the beginning of December, after their November surge. In times of euphoria on the market such as the one we're currently experiencing, it's essential to take the time to think about what could bring the whole thing crashing down.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Gold is on a record high, bitcoin passed a symbolic milestone, indices are close to their peaks... The infamous December rally is up to a good start. Of the twelve months of the year, it is the one most likely to end in positive territory: almost three times out of four over the last 95 years.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Let’s hope that December will be as good as November on the stock market. After eleven months, the 2023 stock market vintage looks set to be much better than 2022. But we still have to go the distance until New Year's Eve.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The month of November ends as it started, in good spirits. The momentum continues on hopes that central banks will become more accommodating, and as usual, investors are clinging to economic data to guide their judgment on the future of monetary policy in the United States.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

As Charlie Munger bids farewell at the age of 99, stock markets are struggling to take off again, despite a clear appetite for risk. The dollar is falling as we await the week's upcoming macroeconomic data, in particular PCE inflation and a speech by Jerome Powell on Friday. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Despite a small dip in equity markets yesterday, investors' appetite for risk shows no sign of abating. Poor macroeconomic indicators reinforce the likelihood of a more flexible approach from central banks.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

After four weeks of gains, stock markets are catching their breath, but the fuel that has been driving them lately has not yet run out. Four sessions remain before the start of December, traditionally the least risky month of the year for the stock market: 69 rises for 26 falls over the last 95 years in the US. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more informa...