Azimut Investments - Market Insights

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.

In the first part of the month, U.S. interest rates edged close to the highs reached at the end of 2023.

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.

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.