Azimut Investments - Market Insights
INSIGHTS AND DOCUMENTS
UPDATES FROM THE FINANCIAL WORLD
TARIFFS CHAOS
As anticipated in the last commentary, April 2nd unfortunately did not mark a “Liberation Day” from the pervasive and frustrating uncertainty caused by Trump's tariff saga.
16 Apr 2025
ALL THAT'S LEFT IS GUIDANCE
Today is April 2 - the most anxiously awaited day of the year. In Trump's words, it is "Liberation Day." Unfortunately, if history is any guide, it will not be the day we are finally freed from the pervasive and frustrating uncertainty that has characterized the beginning of 2025
02 Apr 2025
MOVING THE GOALPOSTS
In recent weeks, there has been a significant decline in the US markets, with the main indices entering a correction, i.e.: falling by more than 10% from their highs. The decline was primarily driven by the very companies that had led the rally in previous months.
17 Mar 2025
THE EUROPEAN DEFENSE DILEMMA
According to preliminary official results, the conservative CDU/CSU coalition emerged as a winner from the German federal elections held on February 23rd, securing 28.6% of total votes. Other major parties performed broadly in line with pre-election polls: AfD garnered 20.6%, SPD 16.5%, and the...
05 Mar 2025
DM Equity: Q4.2024 Earnings Season Monitor
Overall, the reporting season was strong, with Japanese companies delivering the largest beats versus expectations, with EPS rising 21% year-over-year.
17 Feb 2025
TARIFF SCHIZOPHRENIA
The prediction in the annual outlook that 2025 would be a more volatile year, mainly because of Trump, was an easy one and unfortunately spot-on.
03 Feb 2025
IT'S ALL ABOUT LIQUIDITY
In the first part of the month, U.S. interest rates edged close to the highs reached at the end of 2023.
22 Jan 2025
A CLOSER LOOK TO U.S. PUBLIC FINANCES
After nearly 15 years of relative obscurity, and more specifically since the European periphery crisis of 2010 - 2011, the year 2025 may be marked by the return to the forefront of the issue of the sustainability of public deficits and debts.
06 Jan 2025