Azimut Investments - Market Insights

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...

After the break dedicated to the review of the first quarter earnings season, we return to our analysis of the macroeconomic environment and evolution of market conditions

At the time of this writing, over 70% of developed markets companies have reported their Q1 results.

Financial markets have experienced another wild ride over the past two weeks, still heavily impacted by Trump's actions.

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.

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

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.