The Market Screener

Worries about a tightening of monetary policy seem to be taking hold again among investors. The data seems to be pointing in that direction and projections of key rate hikes are being revised upwards. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Investors are still stuck in the rate-growth-inflation quagmire, so much so that they might be missing positive signals sent by China. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Today ends a volatile February, which saw the return of Fed rate hike worries, as the US economy shows no sign of abating and data points to resilient inflation. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

It was looking so good… Inflation had been tamed, and central banks were about to end their rate hike cycle… But this ideal scenario ended abruptly on Friday with the publication of stronger-than-expected US inflation data.   Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Futures for Wall Street’s main stock index tumbled on Friday after the release of higher-than-expected U.S. inflation data that could influence the Fed’s rate hike policy.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Nvidia strong sales guidance helped lift Wall Street's mood, with futures up this morning, although investors still worry about the Fed's monetary policy. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street had its worst day so far in 2023 on Tuesday. Why? Because a good PMI reading renewed fears that the Fed will have to raise rates further to avoid an overheating of the economy. Once again, good economic news is not always good news for financial markets.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

This week may not be as hectic as previous ones so far in 2023, but there's still plenty to animate the market. Today is filled with economic data, including PMIs. Wall Street reopened after a long weekend, and US futures are down. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Investors were looking on the bright side of life after Jerome Powell's soft speech on Wednesday, already seeing the end of rate hikes. But that was before the publication of US January employment figures today.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The market feared a sanctimonious Fed for its first monetary policy decision of the year. What they got was a confused Fed, which reinforced the prevailing theory: inflation will slow down, the economy will land softly and the central bank will be able to return to a more favorable rate policy. The first big hurdle looks like it has been cleared for the early-year rebound. Today, it's time for two...

January is over and February starts with a monetary policy decision. Investors expect to see their positive scenario validated today by the US central bank. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Investor’s sentiment took a small hit due to disappointing earnings and forecasts from big names such as Caterpillar, McDonald's and Pfizer, ahead of the Fed’s monetary decision tomorrow. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

This week is particularly important for investors, because it could provide answers to several questions. Why? Because we have three monetary policy decisions from central banks and a few hundred company results... Will they confirm the renewed optimism seen since the beginning of the year? Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Optimism continues to soar across equity markets, where investors continue their harvest of risk assets. The Nasdaq rallied 2% yesterday and Bitcoin returned to the USD 23,000 level for the first time since August. At the risk of sounding like Debby Downer, it all seems too much too soon… Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

It's going to be another big week for corporate earnings, which will give investors some clues about the state of the economy amid concerns about recession.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The session starts better than yesterday's, after Netflix announced that it added way more customers than anticipated in the fourth quarter. It also posted operating profit $200 million above expectations. After a gloomy session yesterday, which contrasted sharply with the optimism of the beginning of the year, Western equity markets look motivated to rebound, despite the fight over the debt ceili...

Futures for Wall Street's main stock indexes fell sharply on Thursday, due to worries over U.S. recession following the release of weak economic data and hawkish comments from Fed officials. St. Louis Fed President James Bullard and Cleveland Fed President Loretta Mester yesterday both advocated for raising rates beyond 5%.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentiali...

Large banks kicked off earnings season on a mixed note, with Morgan Stanley doing well, while Goldman Sachs disappointed investors. They are closely monitoring earnings reports to get more clues about the state of the economy and how it will affect the Fed's monetary policy. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street reopened after the long Martin Luther King Jr. Day holiday weekend, and investor sentiment was impacted by mixed news.  Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street's main indexes opened in the red on Friday after worrying statements from bank executives after several financial institutions posted their fourth quarter earnings. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Futures were slightly up this morning as investors anxiously awaited US inflation figures. They've now just been released, and they're in line with expectations. After the announcement, indexes went up and down and up. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The bulls are overtaking the bears in early 2023. The good news is that it looks a little more sustainable than last year. In January 2022, the bullish run lasted three sessions before a long descent into chaos, that later accelerated by the Russian invasion of Ukraine and the launch of the Fed's monetary tightening cycle. It is China and cooling inflation that are now causing this cautious optimi...

The new year has reawakened investors' appetite for risk, especially in tech stocks. They believe their torment will stop with the upcoming end of the Fed's monetary tightening cycle. The head of the institution, Jerome Powell, had the opportunity this morning to give them a message. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Wall Street's main indexes opened in the green on Monday on optimism around slower wage growth in the US, lower-than-expected inflation data in the Eurozone China reopening its borders. European markets are up to a good start in 2023, while in the United States, it's more mixed, as it took a euphoric session on Friday to tip the balance in the right direction.  Hosted by Audiomeans. Visit aud...

Here's a selection of the biggest variations of the week, up and down! Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.