Azimut Investments - Market Insights

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.

In two weeks, the FOMC will hold its most important meeting of the year.

As of this writing, over 90% of developed market companies have reported Q2 results.

In the end, Trump secured victories across the board. Career politicians around the world have demonstrated their incompetence in dealing with someone from the business world.

In the end, Trump is getting everything he wanted. For the time being, without adverse effects. The “One Big Beautiful Bill Act” (hereinafter "OBBBA") was signed into law on July 4. Almost simultaneously, Trump began sending letters with the new tariff rates to countries that had not yet...

Here we go again. Another about-face. After vowing to swiftly resolve the long standing conflicts in Ukraine and Gaza, to prevent any new wars during his presidency, President Trump has now unilaterally entered the Israeli-Iranian conflict. It’s a hazardous gamble - but one with the potential...

On May 28th, the U.S. Court of International Trade issued an injunction blocking most tariffs imposed under the International Emergency Economic Powers Act (IEEPA), excluding sector-specific levies on steel and aluminum. Shortly after, the Court of Appeals overturned the injunction, keeping...