MARKET INSIGHT Prime Partners’ monthly analysis of global economic and financial market news. September lives up to its reputation The summer of 2023 has thus come to an end for stock market, presenting investors with two very different phases. Two months of initial gains in June and July, lulled by optimism about the future attitude […]
The Federal Reserve left its interest rates unchanged as expected. Federal Reserve officials still see one more interest-rate hike before the end of the year, but it will clearly depend on economic data. The bankers see rate cuts in 2024 but not as many as they previously indicated. Now officials predict two quarter-point cut only.
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.
