markets

US jobs report fails to dampen momentum in European markets

European markets down after US unemployment figures

Paris closes down 0.63% and Frankfurt 0.65%. Milan fell by 0.26% and London by 0.11%. The places of the Old Continent, however, preserved gains at the scale of the week. Stock markets fell after the announcement of better than expected employment figures in the United States, this dynamism raising fears that the American central bank …

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The correction creates new opportunities in convertible bond markets

The correction creates new opportunities in convertible bond markets

It is interesting to analyze the situation of the different sectors, because the divergences are particularly pronounced there. “Each crisis is also an opportunity”: this sentence resonates like a platitude, probably rightly, for investors faced with significant losses since the beginning of the year. Because of course, things are not so simple: for investors, the …

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Peak inflation?  Not yet in the case of emerging markets, it seems

Peak inflation? Not yet in the case of emerging markets, it seems

Inflation in emerging countries seems to have increased further in June. Fears that inflation has yet to peak could increase pressure on emerging assets. With emerging markets already under pressure, investors are increasingly anticipating a global recession. Overall, inflation beat expectations in the 13 major emerging market countries that released data last week. Based on …

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US jobs report fails to dampen momentum in European markets

European markets cautious at the time of corporate results

The indices closed slightly higher. Paris gleans 0.25%, Frankfurt 0.05% and London 0.08%. The equity markets were sluggish on Friday, unlike the bond market which served as a safe haven for investors, worried about disappointing indicators for the economy in Europe during a session punctuated by corporate results. European stock markets closed slightly higher. Paris …

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What are the possible outcomes of the conflict in Ukraine and their implications for the markets?

What are the possible outcomes of the conflict in Ukraine and their implications for the markets?

For companies sensitive to the economy, the environment remains difficult given the risks of recession. According to the international management company Columbia Threadneedle Investments, there is a 60% chance that the armed conflict in Ukraine will continue, with a negative impact on growth and high inflation fueled by high energy prices. “Nevertheless, in this scenario, …

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US jobs report fails to dampen momentum in European markets

European markets up sharply, reassured by American consumption

Frankfurt and Paris advanced by more than 2%, while London rose by 1.69%, as did Zurich. Global markets rose sharply on Friday, buoyed by the release of two reassuring consumer indicators on the health of the U.S. economy, at the end of a week of inflation and heightened fears of a recession taking hold. in …

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Inflation XI: A central bank must have the freedom to be able to surprise the markets

Inflation XI: A central bank must have the freedom to be able to surprise the markets

In recent years, the SNB has stubbornly refused to adopt the communication strategy of the major central banks. These not only explain the reasons for an interest rate decision, but also give visibility on the monetary policy planned for the future. However, this “forward guidance” of the markets has obviously caused great irritation lately. In …

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US jobs report fails to dampen momentum in European markets

US jobs report fails to dampen momentum in European markets

European markets raised their heads after a craving when the American figures were published: Frankfurt took 1.34%, Milan 1.00%, Paris 0.44% and even London, in the red all day, has concluded on a gain of 0.10%. Robust data from the US job market on Friday comforted investors in their anticipation of rate hikes from the …

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Investing in troubled markets: 7 principles to guide investors

Investing in troubled markets: 7 principles to guide investors

Even during disruptive global events and extreme market moves, it’s important to think long term. Otherwise, losses are to be feared. Right now, our clients are asking us if they should start repositioning their portfolios, changing their asset allocation or even setting price floors. Our advice, as always, is to invest wisely, that is to …

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