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 […]
MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. “Captain America”, the return of Donald Trump In early November, the US ballot boxes delivered their verdict, and it was unequivocal. For the second time, Americans chose Donald Trump as their new president. A comeback that had been anticipated for many months, […]
MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. The home stretch…or not Here we are, just a short distance away from the finish line of 2024, as the sports commentator of a bike race or marathon might describe it. By the next issue of this newsletter, the market will have […]
MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. The start of a new phase in monetary policy Awaited like the Messiah, the FED’s famous “pivot” finally took place on September 18. Jerome Powell and his colleagues even cut interest rates by an unusual 50 basis points, a magnitude previously reserved […]
MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. An almost cost-free warning…but a word of caution Like the temperature on the shores of Lake Geneva, the tension on the financial markets rose several notches at the beginning of August. In the space of a few sessions, almost half the gains […]
MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. US rate cuts finally in sight The end of a saga, the start of a new phase in the economic cycle. Halfway through the summer, that could be the description of the current period after many quarters during which the markets have […]
