Azimut Investments - Market Insights

U.S. forces carried out a military operation in Venezuela, capturing Nicolás Maduro and his wife, Cilia Flores, and transporting them to the United States to face federal charges of drug trafficking amongst others. The operation involved strikes and disruptions in Caracas and has been reported to...

The Search For Opportunities: Active Management In The Shifting Sands Of 2026

Over the next 10 days, most central banks will hold their final meetings of the year. While the ECB meeting is likely to be inconclusive, it will be important to pay attention to those of the Federal Reserve and the Bank of Japan

After six months of an uninterrupted bull market, the market experienced bouts of volatility in November, particularly in retail-favorite companies, causing some pain to investors. Despite another strong reporting season, as discussed in the previous report and confirmed by Nvidia’s figures last...

As of this writing, more than half of the companies have reported in the US and in Europe. In summary, this earnings season is coming in stronger than consensus expected, particularly in the US. Reported EPS growth is +16% YoY in the US versus +1% YoY in Europe, translating into EPS surprise...

Since the April low, investor complacency has grown amid Fed policy easing, a de-escalation in U.S.–China trade tensions, and upbeat corporate and AI-related developments, with markets largely overlooking emerging warning signs

While investors were expecting the NFP release on Friday October 3 to shed some light on the direction of travel, the release was delayed after the U.S. federal government shut down on October 1, as Congress failed to enact appropriations for the new fiscal year.

After a lengthy pause, at its latest meeting the Federal Reserve resumed its easing cycle in response to the deterioration in the labour market data, lowering the federal funds rate by 25 bps to 4.00–4.25% and indicating that another cut in October is highly probable.