Azimut Investments - Market Insights
INSIGHTS AND DOCUMENTS
UPDATES FROM THE FINANCIAL WORLD
DEVELOPED MARKETS EQUITY: Q3 2023 EARNINGS SEASON
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
THE JURY IS OUT
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
MARKETS CATCH UP WITH CENTRAL BANKS
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
HIGH FOR MUCH LONGER
The past two weeks have been marked by central bank meetings. For different reasons, the ECB and the Fed both delivered a surprise
TOWARD NEW EQUILIBRIUMS
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.
LONG TERM IMPLICATIONS OF HIGHER RATES
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.