The Market Screener

With the economy and inflation bending but not breaking, despite rising key interest rates, financial markets ended the first half of the year with solid, if not exceptional, performances. Will the second-half be just as good, or should we run away?  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Again, investors were reminded of the determination of Western central banks to raise rates at the ECB conference in Portugal yesterday. And this time, they couldn't care less. And some good news today proved them right. Inflation dropped more than expected in the US and Europe. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Yesterday, Wall Street struggled to sustain the rebound seen on Tuesday, but overall investors are becoming less nervous, slowly accepting that more central banks will remain hawkish for longer. Comments made by central bankers at their meeting in Sintra did not affect indices.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Green has returned to Wall Street and global indices thanks to upbeat US economic data. The resilience of US consumer spending has led to renewed optimism. It seems that the much-talked about recession – which for a year was supposed to be imminent - is not coming to America anytime soon. The economic outlook is still uncertain, but not dire, and investors have now come to terms that a few more ra...

Investors are feeling a bit lost and don’t really know which way to go. Wall Street opened in the green yesterday, before closing lower. Investors are taking a wait-and-see attitude ahead of a new flurry of statistics today, which will put the spotlight on American consumer spending. Meanwhile, hopes of a an economic stimulus in China are slowly rising. Hosted by Audiomeans. Visit audiomeans.fr/po...

The mood is changing on financial markets, after inflation returned with a vengeance, making investors’ life difficult and forcing central bankers to maintain a punitive approach to interest rates. The latest economic statistics are clearly bad, raising the specter of recession or, in the worst-case scenario, stagflation. The week ahead will offer more clues, with a raft of macroeconomic indicator...

US markets bounced back yesterday, driven by tech stocks, but it’s clear that uncertainty and doubts are creeping in. Investors almost felt that the fight against inflation was behind them, but it is becoming increasingly clear that it isn’t the case. Central bankers can’t help but tell them " we told you so". Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more informat...

Investor sentiment is deteriorating this week, with the accumulation of signals that inflation may not be behind us. Today, many central banks are releasing their rate decision, sometimes in spectacular fashion. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Futures on the main Wall Street indexes were slightly down today after investor sentiment took a few hits, including a lack of new stimulus from China, sticky inflation data in Britain and a drop in European real estate. And of course, investors are awaiting the start of a two-day testimony from U.S. Fed Chair Jerome Powell. Investors are awaiting questions about whether rates will rise again in J...

Investors are still closely watching any data that could influence the Fed’s next monetary policy decision, after June’s pause in rate hikes. They also don’t want to see the economy slip into recession. And the latest housing data just gave them hope. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The return of rate hikes fears didn’t weigh on markets for too long, as US equities rallied sharply yesterday, and the S&P500 entered a bull market. But the focus will quickly turn to the monetary policy meetings scheduled by the Fed and ECB next week.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The unexpected rate hikes announced in Australia and Canada reminded investors that inflation hasn't evaporated from the risk landscape. The return of the hawks, i.e. the most orthodox central bankers, triggered some sell-offs yesterday in US growth stocks, which have been on a rollercoaster ride since the start of the year. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite fo...

Well, I think it's clear: the market isn’t going down any more. Even when it appears to be doing so, investors find a way to save the day. This was the case yesterday, when the Nasdaq returned to the green at the end of the session, gaining 0.01%, while the Dow Jones was up by 0.03%. These variations are obviously anecdotal, but they show investors' resilience in a difficult and complex economic e...

With only a few days to go before the Fed unveils its monetary policy rate decisions, the pressure is on after the Australian central bank unexpectedly tightened its monetary policy, concerned about persistent inflation. Meanwhile, the Nasdaq is holding up well, China is speculating on a hypothetical support plan and Apple is presenting a new $3,500 toy. Hosted by Audiomeans. Visit audiomeans.fr/p...

The mood is still upbeat on equity markets, buoyed by economic strength in the US and the latest rumor of a stimulus plan in China. Tech stocks are still I the driving seat, as we await the next monetary events, first of all the Fed meeting on June 15.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

We’re nearing the end of the debt-ceiling psychodrama in the United States, which gives a welcome boost to global indices. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

All Western markets ended in the red yesterday due to various headwinds. Exceptionally, they were unable to count on support from the tech sector. Investors were torn between the high probability of a resolution to the US debt ceiling issue and the return of rate hike fears. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Nothing new so far this morning, China continues to disappoint investors, AI still rules financial markets and the US debt ceiling remains the main focus of investors, as the month of May comes to a close. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street reopens after the long bank holiday weekend. Macroeconomic data also make a comeback with the first major statistic of the week, the Conference Board's US consumer confidence index. The focus of investors is still on the debt-ceiling in the US, after Joe Biden and Kevin McCarthy reached a tentative agreement on the US debt ceiling, which must now be scrutinized by the Congress.  H...

Things are really heating up in the American tech sector, which benefits the Nasdaq 100 and the S&P 500, but elsewhere, the mood is not exactly festive. The Dow Jones is lagging, European markets are dragging their feet, the UK is sinking further into a deep crisis with Gilts drifting, Germany is officially entering recession, Beijing is struggling to turn its economy around, and oil is down a...

Artificial intelligence has been driving investment on Wall Street since the start of the year, and Nvidia just confirmed the trend. Nasdaq futures jumped nearly 2% this morning after the chipmaker issued a super upbeat guidance that even sparked an AI rally. Shares of Nvidia jumped a whopping 30% in premarket trading, while Microsoft Corp and Alphabet also rose. Hosted by Audiomeans. Visit audiom...

The lack of good news coming from US debt ceiling negotiations and fears for future economic momentum weighed heavily on Wall Street yesterday. Today, investors are focused on Janet Yellen and the latest draft of the Fed's monetary policy meeting minutes. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

There are still obstacles to overcome before Democrats and Republicans can reach an agreement in debt ceiling talks, but a compromise is close. Equity markets have returned to narrow trading ranges, awaiting news about the outcome of these negotiations.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The negotiations on the US debt ceiling are still the focus of investors. This is a good thing, because otherwise we would probably be bored stiff. Relations between China and the US still rocky, after the banning of Micron there and a G7 that angered Beijing. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Investors’ appetite for risk assets has been reawakened. Let’s hope that Jerome Powell will not kill it when he speaks later today.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.