Azimut Investments - Market Insights
INSIGHTS AND DOCUMENTS
UPDATES FROM THE FINANCIAL WORLD
WAGES ON THE RISE
Inflation has been one of the hottest topics in recent months, with the main debate being whether it will be a transitory phenomenon or become more persistent and entrenched in the economy. Wage growth has always been one of the factors that has made inflation more persistent.
BEHIND THE CURVE!
Mr. Powell and his colleagues only a few months ago predicted that inflation would be temporary and would subside quickly. Fast forward to last Wednesday, and the Fed's assessment of inflationary risks has shifted dramatically.
The first two weeks of 2022 have seen a significant reversal of last year’s trends: value has outperformed growth, emerging markets have outperformed developed markets and rates have risen by about 20 basis points, mostly in the long-end of the developed-country yield curves.
CLOSING THE TAPS
Dozens of central banks have had their meetings in the past 10 days. The main concern of all central banks, both in developed or emerging countries, has been finding the right balance between fighting against the inflationary pressures that have been building up in almost all countries worldwide...
Frontier Markets Podcast Series
EPISODE 7 – VENEZUELA
We would like to introduce you to the seventh episode of our monthly Frontier Markets Podcasts Series, the focus of this episode is Venezuela.
THREATS OR OPPORTUNITIES?
Over the past two weeks, financial markets have been shaken by three unexpected events that have altered the expectations of market participants and have led to a significant increase in volatility
After a much longer than expected wait, the puzzle of who will hold the position of Fed chairman for the next four years is finally solved today. In the end, Mr. Powell has been reappointed to Fed’s leadership role, ensuring consistency in the way the US central bank will manage the monetary...
THREADING THE NEEDLE
Global equity indices have reached fresh new highs recently, underpinned by strong economic data and earnings reports from companies. At the time of writing, about three quarters of companies have reported their third quarter results. Regardless of the geographic areas, the results were very...