Azimut Investments - Market Insights

At the time of writing, 90% of developed market corporates had reported their Q3 results, exhibiting interesting geographical and metric divergences

The two weeks just ended were crowded with events that will help to shape market trends through the end of the year

We are entering perhaps the most crucial two weeks of the year, when many of the investors' uncertainties will be cleared, good or bad.

ChatGPT's debut at the end of 2022 caused a change not only in the investment world, but also in society, both from the point of view of business investments (winners and losers) and perhaps more important technological and philosophical ones. By Kennedy Capital Management

In the previous report, we reported how Western central banks, in their September meetings, did everything possible to reiterate and emphasize the message that interest rates would remain high for an extended period of time

The past two weeks have been marked by central bank meetings. For different reasons, the ECB and the Fed both delivered a surprise

At their last meeting on August 24, the countries forming the "BRICS" (Brazil, Russia, India, China and South Africa) invited Saudi Arabia, United Arab Emirates, Egypt, Ethiopia, Iran and Argentina to join the group.

Unlike last year, the annual central bank meeting in Jackson Hole was uneventful Market participants' expectations were centered on getting enlightenment about the future of the Fed's monetary policy path.