MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. To choose is to give something up As the last days of summer draw to a close and the second-quarter corporate earnings season comes to an end, we can say that this period has been a good one for the financial markets […]
MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. Fewer uncertainties but more challenges At the time of writing, the earnings season is in full swing, and so far, the trend has been towards positive surprises. The US economy continues to prove resilient, albeit less so than a year ago. Consumers […]
MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. Against all odds While the geopolitical situation deteriorated significantly in June, with Israel and then the United States launching strikes on Iranian nuclear sites, the US stock market continued its rebound unabated. In contrast, European equities lagged, bringing their 2025 performance closer […]
MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. A rebound and many questions The months are passing quickly in 2025, and no two are alike. After a particularly difficult period for equity markets, marked by the launch of a full-blown trade war orchestrated by the Trump administration through the reintroduction […]
MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. The day after… Wednesday, April 2, 2025, may have marked a turning point for the US economy. Proclaimed as “Liberation Day” by President Trump, this date will go down in history as marking the end of a certain idea of global trade. […]
MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. The end of some illusions The financial markets have the capacity to abruptly challenge investors’ certainties. Since 2023, apart from a few brief periods of doubt, we had somewhat forgotten that sometimes the positive dynamics of the markets seize up, calling into […]
MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. When the music slows down a bit February could be seen as a month of paradoxes. A declining American market, as if suddenly filled with doubts about the “exceptionalism” of the United States and even certain concerns regarding the actual profitability of […]
MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. Executive orders, publicity stunts and volatility to get you off to a good start! He said he would, and he did! Unsurprisingly, Donald Trump, the new American president, quickly got down to business. With a series of executive orders proudly brandished in […]
