MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. A bird in the hand is worth two in the bush! On the whole, the first three weeks of May were less eventful than the previous two months. There have been no US regional bank failures of late. The cascade of economic […]
A month of April on a tightrope…but no fall.
The economic and financial news was plentiful in April. The start of the earnings season, the cheap takeover of First Republic Bank by JP Morgan, a glimmer of hope for possible peace talks in Ukraine (under the “benevolence” of the Chinese president) and of course a whole battery of indicators to gauge economic activity and progress in the fight against inflation. All these elements (among others) have been scrutinized by the financial markets.
MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. An encouraging first quarter but some doubts… While the first quarter of the year has just ended in solidly positive territory for most of the major equity and bond indexes, we have to admit that violent gusts of volatility, mainly linked to […]
January’s optimism crumbles in the face of reality.
As we discussed last month, investors were perhaps a little too hasty in giving way to optimism and embracing the prospect of a sharp recovery in the financial markets.
Since December, EU + G7 and Australia found an agreement not to buy Russian oil above USD 60 per barrel (crude oil at USD 76.2 today) in order to limit the export of Russian oil.
Investors prefer the glass-half-full option across the board!
So market participants have chosen to enter 2023 putting their doubts behind them.
Positive signs on inflation should not be ignored.
Overall, the trends noted throughout 2022 continued in December, with volatility, doubts and uncertainty again dominating.
Global economic turmoil and the challenge of optimal resource allocation.
Main goal of economy unchanged.
