Bad news travels fast. The events of the past week are not giving investors much to be cheerful about: from sky-high inflation (breaking records in the USA and the Eurozone), to expected interest rate hikes in Europe.
Results for: Markets research
Europe and the strategic compass, a historic change of mindset
Russia’s invasion of Ukraine has prompted the European Union to rethink its military spending policies, which have taken a rather passive approach in recent years.
US inflation lays the path for monetary policy
The analysts’ forecasts turned out to be right. The latest US inflation rate (8.3% in April, a 0.2% decrease from the previous month, which saw the highest rate recorded in four decades), has moderated slightly, which was projected by some experts.
Results in Europe: a low margin of safety
The first quarter earnings season has reached its halfway point. Expectations, as usual, are at an all-time high in the market.
Will the Fed manage to get inflation under control?
“Inflation is much too high. We understand the hardship it is causing, and we’re moving expeditiously to bring it back down. We have both the tools we need and the resolve it will take to restore price stability on behalf of American families
and businesses".
How would the market perform without liquidity support from central banks?
Widespread stock market dips in the fourth month of the year have broken the historical trend for that month (the average market return was close to 2%).
More uncertainty: Covid worsens the scenario for China’s economy
What do tycoons like Elon Musk, Bill Gates, Mark Zuckerberg, and Tim Cook have in common? All of them, besides being the visible heads of their respective companies, are clear examples that the United States continues to maintain its global supremacy.
Two months of war: why the conflict is dragging on
The world, and especially Europe, is confronting strategic challenges with medium-term and long-term consequences that could be very significant.
Is fixed income no longer an asset for cautious investors?
The break due to the Easter holiday did not sit well with the markets. Getting back to the routine is proving to be an uphill battle for many indexes, whose declines so far have not erased the increases in March.