Rates are high, but at the same time the economy is picking up. As a result, the situation is good for asset holders, and may even improve further should rates fall. 

Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The US central bank did and said what investors expected it to do. The stock markets took this as confirmation of their right to continue moving forward. If you don't like central banks, skip to part two, where I'll be talking about technology stocks. If you're fed up with these two topics, it's going to be complicated...

Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

The day that investors have been waiting for is finally here. At 2pm, we’ll have the Fed’s monetary policy decision, followed by Jerome Powell’s speech.

Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

We had a flurry of announcements from Nvidia yesterday, and two central banks adjusted their monetary policies overnight, but it's the US Federal Reserve that the market is awaiting. We'll have to wait until tomorrow for that.

Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

This week, we’re expecting no less than five decisions from leading central banks. The program kicks off on Tuesday with the Bank of Japan and the Bank of Australia. The US Federal Reserve will follow on Wednesday, before the Swiss National Bank and the Bank of England on Thursday. For the sake of completeness, there will be around twenty monetary policy decisions this week, with those of Brazil, Norway, Turkey and Mexico, to name but a few.

Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

With an important US central bank monetary policy meeting just days away, investors have lost some of their appetite for tech stocks. It’ll probably take more than that to turn them away from artificial intelligence, but the fever is easing, for now.

Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Investors don’t seem to care about rate cuts these days. Inflation data coming in above expectations in the past few weeks hasn’t caused any turmoil. However, today, producer prices came in way above expectations. When will it be too much?

Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

It is sometimes complicated to anticipate and understand market reaction to new data. Indeed, yesterday’s higher than expected inflation reading didn’t elicit the response that most commentators expected investors would have. 

Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

Inflation in the US picked up in February, disappointing investors who had expected it to remain stable, according to the CPI index that was just published by the Labor Department.

Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.

 The AI fever that took hold of investors in the past few months is showing some signs of easing. Investors are wondering if things are going a bit too fast, which led to some sell-offs in iconic stocks on Friday.

Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.