Donald Trump's assassination attempt and weak Chinese growth data dominate the headlines this morning, along with a much-anticipated speech by Jerome Powell.By Marketscreener

Large-cap earnings are back in the spotlight, with several US banks kicking off the 2024 half-year earnings season on Friday. Results will start to come in thick and fast over the coming weeks. It's a good opportunity to take a break from the debates on inflation and the Fed's monetary policy, although this topic is still at the forefront today wit…

It's a big day for the financial markets, as investors received good news about the evolution of prices in the United States in June. This is important, because the Fed is always harping on the fact that it's waiting for confirmation of a slowdown before starting its monetary easing cycle. And it's all the more important because Wall Street's recen…

Europe got a chance to shine yesterday in the absence of Wall Street, catching up with US indexes. I'm tempted to say that there's a degree of confidence in the equity markets at the start of July. The spotlight is on the US job market today, with the release of an eagerly awaited employment report. As in the children's story Goldilocks, the porrid…

In his speech on Tuesday, the Fed chair managed to appease bond markets while helping US indices reach new records, ahead of the July 4 holiday.By Marketscreener

Politics are at still at the forefront in the US and Europe, along with monetary policy, of course, since the signs that the US economy is cooling have multiplied in the past few weeks and Fed chairman Jerome Powell is due to speak today.By Marketscreener

The market is unpredictable. Yesterday I wrote about a trend that was emerging, with investors seemingly turning away from tech and moving towards defensive stocks. Well, the rest of Tuesday’s session saw a complete reversal of this trend: technology bounced back, while more traditional stocks lagged. Investors don't really know which way to turn, …

The tech rout that started at the end of last week continues, with Nvidia being the main target. The stock has retreated by 16% since last Thursday's record high, which wiped $430 billion off its market value in the process.By Marketscreener

The week is up to a quiet start on Wall Street as traders await key inflation data set for release later in the week. The Personal Income and Outlays Report, including the personal consumption expenditure (PCE) core price index for May, is scheduled for Friday.By Marketscreener

Wall Street futures were in the red this morning after Wall Street decided it had enough of tech stocks. Thursday saw a decline in Nvidia's shares, which also dropped 1.5% today in premarket trading, affecting other chipmakers like Broadcom and Qualcomm.By Marketscreener

The global markets are experiencing a mix of gains and cautious optimism, thanks to their usual savior: tech stocks. Wall Street reopens today after the Juneteenth bank holiday, with futures pointing to a positive start. Several central banks released their decision on monetary policy.By Marketscreener

Wall Street's tech stocks have once again reached new heights this week, particularly those focused on artificial intelligence. The Nasdaq is close to 20% gains for the year, surpassing the S&P 500 by more than 4%.By Marketscreener

Global markets are mixed to start the week, as investors await key economic data and central bank meetings. Political uncertainties in Europe, particularly in France, continue to weigh on market sentiment.By Marketscreener

Investors are still assessing Wednesday’s hawkish comments from the Fed as well as the many signals that the US economy is cooling. After reaching new highs yesterday, Wall Street indices retreated in premarket trading on Friday.By Marketscreener

The Fed and its chairman Jerome Powell reclaimed the narrative yesterday, as it revised downwards its projections for the pace of rate cuts this year. Powell said that we should only expect one more rate cut this year, probably in December.By Marketscreener

A big day ahead for the financial markets, with the Fed’s decision on key rates. Will they come down sooner than expected? The answer will come this afternoon. This morning, investors cheered better-than-expected inflation readings.By Marketscreener

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While Wall Street changes its forecast on key interest rates again and again, Europe sees a rise in the far-right protest vote in parliament. The week will be marked by two central bank meetings, including the eagerly-awaited US Fed meeting.By Marketscreener

Investors were eagerly awaiting one of their favorite data, that has the power to take markets to new records, or get them to recede. I’m talking about the monthly US employment figures - known as the NFP report.By Marketscreener

The ECB has cut rates for the first time since 2019, from 4% to 3.75%. This is the first rate cut among the world's largest economic blocs and investors are happy, although they want to know more about the bank’s future monetary policy.By Marketscreener

On the eve of a highly-anticipated U.S. monthly employment report, of a likely ECB rate cut and equity markets are still confused, but cautiously optimistic.By Marketscreener

It's often said that bad economic news is good news for equity markets, but that didn't work out so well yesterday. Bad news remained bad news. But perhaps the equity markets are also confused by being bombarded with contradictory data.By Marketscreener

The last week of the month of May 2024 has been a bearish one: for equities, for gold and for oil. The last week of May saw a number of assets fall, with the notable exception of bonds, which worked in reverse (their yields fell, so they rose).By Marketscreener

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Global indices are in the red today, weighed down by big tech stocks, which are struggling due to higher Treasury yields triggered by a worrying speech from a very respected Fed official. Investors are now fearing that rates could move up again.By Marketscreener

Wall Street reopens after the long Memorial Day weekend, and serious business resumes today, with fairly dense macroeconomic news ahead of the week's two major events: May inflation in the eurozone and April PCE inflation in the United States, for which we'll have to wait until Friday. But there's also a big change taking effect today on Wall Stree…

The mood on the financial markets has soured a bit. The euphoria seen after several indices reached records at the start of the week has given way to a more confused feeling, with the return of inflationary fears. It's all feels like déjà vu.By Marketscreener

There was a pretty colossal stakes surrounding Nvidia's quarterly results yesterday, after the bell. Western stock markets generally retreated in anticipation. Let's dispel the suspense right away: the share gained 6% after the release of its results, so it passed the test with flying colors.By Marketscreener

Investors hope that Nvidia can keep the AI magic alive, as demonstrated by yesterday's record highs on Wall Street. The answer is expected after the bell today when the company will unveil its quarterly results.By Marketscreener

While oil prices move up and down, bond yields wake up and metals prices go through the roof, equity markets remain resilient. Nevertheless, they need a new catalyst to keep pace with the Nasdaq rocket. That's pretty much the mood at the start of the week ahead of the release of Nvidia. Today, investors will also focus on speeches from many central…

Last week was eventful in the financial world, and this week is shaping up to be exactly the same. It will be less focused on inflation and corporate results, and more on macro data. Earnings season may be drawing to a close, but there's one large cap left, releasing its results in the next few days: Nvidia. As usual, there's no escaping monetary p…

Every time the momentum slowed on the market over the past six weeks, something happened to give it another boost. Yesterday, it was weaker-than-expected inflation data, which made rate cuts more likely.By Marketscreener

The focus of investors is on US inflation data this week, as well as corporate results. The Nasdaq 100 hit a new record close yesterday, surpassing March 24 by 3 points. The index is a mirror of the tech sector, but also of investors' appetite for risk. It has increased its gains to 8.9% since January 1. Elsewhere, many indices are exploring or app…

Investors once again believed in a Fed rate cut in September. Doubts about the slight upturn in inflation were dispelled by a series of weak economic indicators. Today's producer price data was too mixed to have any impact on their thinking.By Marketscreener

Global markets have, for the most part, returned to the record highs set earlier in the year. Doubts about the evolution of US monetary policy, which led to a drop in indices in April, were eased by the robust earnings of major listed companies and the cooling of certain US economic indicators.By Marketscreener

Things a looking well for the three Wall Street indices this morning. Investors welcome good news for the economy (good results from Apple and Amgen), and bad news for the economy (but good for rate cuts - the weaker-than-expected jobs report).By Marketscreener

Jerome Powell managed to reassure investors yesterday. He did acknowledge a lack of progress lately in the Fed’s efforts to tame inflation, but reiterated that interest rates are still likely to be lowered this year.By Marketscreener

This week is one of the busiest this year for corporate results. After Microsoft, Alphabet, Tesla and Apple, it’s Amazon’s turn to present its earnings after the bell today. Investors will be closely watching, as they await tomorrow’s Fed meeting.By Marketscreener

Investors bet on the right horse last week. The Magnificent Seven came to the market’s rescue, despite fears about the trajectory of the economy and rates, and talks about stagflation in the US. This morning, tech is also lifting indices.By Marketscreener

Yesterday’s lower-than-expected US GDP reading showed that the price component rose more than expected. Investors were eagerly awaiting today’s March inflation reading to get more clue about the health of the economy and the Fed’s future monetary policy.By Marketscreener

Earnings season is picking up pace, and the market is becoming increasingly unpredictable in how it reacts to new earnings reports. Good results aren’t enough to go up, bad ones aren’t necessarily taking a stock down, and a company can be criticized one day and worshipped the next. And now economic data is bringing old fears back...…

Investors saw yesterday’s weak economic data as a sign that all hope isn’t lost when it comes to rate cuts this year. This led indices to remain in the green for a second consecutive day. Strong corporate earnings are also helping to lift investor sentiment.By Marketscreener

The main global indices have been bouncing back since Monday after a very difficult week. The arrival of a slew of results from very large companies could act as a further catalyst for equity markets, and give back a little joie de vivre to investors.By Marketscreener

Escalating tensions in the Middle East, doubts over the trajectory of Fed interest rates and the sharp decline in US technology stocks, particularly in the semiconductor sector, have rattled markets last week. This morning, global indices are attempting a rebound ahead of a series of earnings reports.…

Escalating tensions between Israel and Iran are unsettling investors, sending global indices down. The favorable stock market environment seen at the beginning of the year is slowly waning.By Marketscreener

Lately, when things go wrong on the inflation side, tech is there to save the day. This is true today, after strong results from semiconductor giant Taiwan Semiconductor Manufacturing lifted futures in premarket trading today. The calmer bond and currency market is also helping. Big Tech earnings remain in focus, with Netflix reporting after the cl…

Equity markets remain subdued as hopes of a near-term rate cut in the US fade. Will corporate results act as a new catalyst? Perhaps, since UnitedHealth and Morgan Stanley’s results helped Wall Street yesterday.By Marketscreener

Stock markets seem to have entered a more complex phase, which is eroding investor confidence at the start of the first quarter earnings season. The so-called 'goldilocks' scenario, where everything is tepid but predictable, has been weakened and bears are once again on the prowl.By Marketscreener

Investors are struggling to form a clear view on whether or not the upturn in US inflation is here to stay and whether it represents a paradigm shift for monetary policy. Sentiment over the weekend was hampered by escalating tensions in the Middle East, but a series of strong quarterly corporate earnings reports boosted morale today, with most West…