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 […]
MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. When politics gets involved… At the start of the year, many economists and financial market observers were pointing out that almost half the world would be called to the polls in 2024, and that the political factor would therefore have to be […]
MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. A touch of slowdown and a zest of exuberance! We will not be remembering 2024 as a year in which the famous saying “sell in May and go away” came true. After a complicated month of April for the major equity indices, […]
MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. Till April’s dead, change not a thread! Just as near-winter-like temperatures returned to the shores of Lake Geneva in April, so too did the financial markets during the past month. We don’t intend to discuss climate change and its consequences here, but […]
