At a first glance, 2025 seems to be shaping up as a year that could still deliver positive performance, albeit milder than in the recent past. However, several uncertainties persist, potentially leading to corrections that could represent mid-term buying opportunities

Following his landmark victory on November 5th, President-elect Trump has rapidly started forming his administration. His early appointments suggest a focus on stricter trade policies, highlighted by the selection of Marco Rubio—a known China hawk— as Secretary of State, and Howard Lutnick—a...

Finally, the last (and most important) 2024 election is now behind us. The result was unambiguous: Trump won by a large majority, not only in the Electoral College (312 vs. 226 for Kamala Harris), but also in the popular vote (76.5 million vs. 73.8 million), a drastic reversal from 2020, when...

At the time of writing, approximately two-thirds of developed market corporations have reported their Q3 results, generally showing better-than-expected trends across the key regions analyzed: the United States, Europe, and Japan.

After a period when US exceptionalism appeared to be waning, recent data  indicates renewed strength in both economic growth and the labor market.

The Federal Open Market Committee (FOMC) concluded one of its most closely  watched meetings with a decision to cut interest rates by 50 basis points, bringing the  federal funds rate at a range of 4.75 per cent to 5 per cent, with only one dissenter.

After the considerable expectations raised at the Jackson Hole meeting, the time has come for Western central banks to deliver on their promises to begin a major round of rate cuts

At the beginning of August, the US July jobs report showed the largest downside surprise in monthly payrolls in over two years, a jump in the unemployment rate to 4.3% (nearly a full percentage point above the trough of a year ago) and more negative revisions to previous payrolls.