The Market Screener

Financiers clearly got their mojo back, speculating on two of their favorite themes: the cut in US key rates and the arrival of a stimulus plan in China. On the first point, it's hard to blame investors for getting ahead of themselves, since it's the Fed officials themselves who seem hinted that a less punitive monetary policy was on the cards. Hosted by Audiomeans. Visit audiomeans.fr/politique-d...

A series of events have strengthened investors' belief that rate hikes are over in the US. Until the next data of course, but Wall Street is focused on the short term and managed to get a rise yesterday, despite troubles in the Middle East. Today, focus is on the first corporate results for the third quarter. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more informati...

The conflict between Israel and Gaza turned into full on war after an attack by Hamas that killed hundreds of people and led to retaliation by the Israeli army. It ignited a new geopolitical conflagration, the economic consequences of which are still difficult to assess.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Friday started on a bad note with the announcement of the monthly US employment figures. The job market remains stubbornly strong, which does not please investors, who fear higher rates for longer. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street ended in the green, helped by two factors. The first one being oil, which fell sharply yesterday, and this was quite overdue, if we take into account the current environment of high rates, strong dollar and a difficult Chinese economy. Demand was bound to eventually falter. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The rise in US government borrowing costs is making life difficult for investors. Nervousness is tangible in the wake of the plunge in US government bonds, whose yields exploded as the two markers moved in opposite directions. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Investors are still having a hard time accepting that Fed rates will stay higher for longer. As a result, the dollar is rising, while gold and oil tumble and the yield on 10-year US debt stands at 4.70%. Most markets ended in the red yesterday, except the Nasdaq 100. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The small rebound seen at the end of last week eased the losses accumulated on the stock markets in August and September. This morning, the mood is one of relief following a budget compromise in the United States. The last quarter of the year end opens on a better note. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Although today is up to a good start, with reassuring inflation data, this last session of the month should not prevent September 2023 from being a poor vintage. Equity markets bounced back a little yesterday on the back of slightly buoyant news. They are now eagerly awaiting companies' Q3 results and forecasts.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more...

Wall Street futures were flat this morning ahead of economic data and Federal Reserve Chair Jerome Powell's comments. There are still many sources of tension on the markets, including soaring oil prices, higher for longer US rates and the dollar. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Red is still dominating on stock markets as investors await the next round of quarterly corporate results, due to start in two weeks' time. Stagflation fears have returned with a vengeance and the lack of catalysts has been obvious for some weeks now. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street futures were in the red in premarket trading, with investors still reeling from the hawkish speech of central bankers last week. And Jamie Dimon just added fuel to the fire... The risk of a US shutdown, which could come as early as next Sunday if Congress fails to agree on a budget for the next fiscal year, is also weighing on sentiment. Hosted by Audiomeans. Visit audiomeans.fr/politi...

Things aren’t great on stocks markets at the moment, with Wall Street coming off a third consecutive week of declines. After the recession that everyone talks about but never sees, investors are focusing on the Fed pivot that everyone talks about but never sees.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Stock markets continued to fall yesterday, as investors realize that key interest rates will remain higher for longer. The mood has become heavier and financiers are taking the Fed's threats seriously. As proof, the yield on 10-year US debt touched the symbolic 4.5% mark, while the 2-year hit a 17-year high of 5.19%.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for...

Central banks are at the forefront this week, with the Fed decision yesterday and the Bank of England’s today. Although they both kept their rate unchanged, their hawkish stance didn’t please the market. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

It's hard to escape the Fed today. The market is expecting a rate hike pause, but is still concerned about inflation. How concerned? That's one of the issues at stake today. Investors are in a wait-and-see mode, driven only by the big tech IPOs in the US. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Caution is the word on financial markets on the eve of a major decision by the Fed on its key interest rates, with futures on the main Wall Street indices remaining flat this morning. There is little suspense about the decision itself, but there is much greater uncertainty about what comes with it, including the stance of US central bankers and their intentions for the future. And rising oil price...

How will the Fed impact the market this week? That's the hundred-billion dollar question, and in the meantime investors are trading cautiously, with Wall Street futures slightly in the red Monday in pre-market trading. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The atmosphere on Wall Street exchange is rather gloomy, between weak economic data in China and Europe and signs that inflation is resilient in the US. The U.S. services sector unexpectedly did better than expected in August, which goes against the idea that the US economy and inflation is cooling, and strengthens the case for higher rate hikes for longer. Lower than expected jobless claims also...

What will the economic damage be if central banks are forced to keep rates high to cool the rise in prices? It sounds like déjà vu, but this has again become the number one question on investors' minds. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Equity markets are struggling to return in the green. Although the odds are still in favor of a pause in Fed rate hikes, bond yields continue to rise, which on the contrary foreshadow a difficult monetary future. The cause is a potential reawakening of inflation, fueled by a surge in energy prices. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street reopened after an extended bank holiday weekend. Macroeconomic data is also back with the first major statistic of the week, unveiled overnight in China, as well as a central bank decision in Australia. China, which announces new economic support measures on an almost daily basis, continues to be investors' focus, often blowing hot and cold on markets. This morning, it's blowing cold....

The job data that everyone was waiting for didn’t disappoint. Employers added 187,000 jobs in August and the unemployment rate rose to 3.8 percent, while 3.5% was expected. The Bureau of Labor Statistics also revealed that wage growth slowed. This shows that the job market is cooling, and strengthens the case for ending rate hikes. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentia...

The Federal Reserve’s preferred inflation gauge rose slightly on an annual basis in July, but this was in line with expectations. In Europe and the US, signs are multiplying that inflation remains stubbornly resilient. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

US stocks opened slightly higher this morning, with the S&P 500 Index up by 0.1% after the release of a weak ADP job report. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.