MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. Dear passengers, we are beginning our descent. For months now, we have been hearing talk of a “soft landing” for the US economy, and we had come to wonder whether there really would be one, in view of its remarkable strength. Indeed, […]
MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. Market participants at a crossroad. At first glance, July resembles the previous six months of the year in many respects. Equity markets were on the rise, with the US indices outperforming, still buoyed by the major technology stocks, whose excellent health is […]
An analysis of the macro and market situation at the end of June 2023.
MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. Half-time, first half over. Whether professional or amateur, all sportsmen and women have experienced victory without really shining, but by demonstrating efficiency. There are various explanations for this, depending on the discipline. A particularly brilliant player while his team delivers an insipid […]
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.
