With President Donald Trump unveiling his tax incentive plan in a couple of weeks, over the next week investors’ attention will be on the testimony of the Fed Chair Janet Yellen before the Banking Committee of the Senate on Tuesday […]
Economic data released over the last few weeks depicted a positive picture for the Eurozone economy. The most positive indication came from Q4 GDP: it rose by 0.5% q/q and 1.8% q/q. In 2016, the Euro one economy rise by […]
Major international equity markets have extended in early 2017 the 2016 positive trend. For example, the US equity markets rose during the last week to the historical high, with the Dow Jones Industrial above 20k threshold for the first time […]
The Q4 earnings season has unofficially started on Friday, 13 January with the release of quarterly results of JPMorgan, Bank of America and Wells Fargo. Waiting for the Trump administration to take office on January 20 and to implement the […]
At the beginning of 2017, the world economic outlook will greatly depend on the USA. Indeed, in our view the US economy is the most promising in the developed world as the eurozone could see a deceleration of GDP growth […]
In line with market expectations, the FOMC decided to raise rates by 25 basis points at the end of Wednesday, December 14, monetary policy meeting. However, contrary to our view, the Fed raised its estimate for the number of rate […]
It is finally time for the Fed to make the first 2016 rate hike. Having postponed it many times during the year, the FOMC will almost surely increase rates by 25bp – from 0.25/0.5% to 0.5/0.75% – at the end […]
The equity market rally that started after Donald Trump’s victory in US presidential election has continued last week as all major indices recorded historical high. Investors think that Donald Trump could implement expansionary fiscal policies, increasing investment in infrastructure. Moreover, […]
The referendum in Italy on constitutional reform on December 4 th is likely to be the main source of concerns for the financial markets during the next few weeks. With the “NO” camp slightly ahead in the polls, investors fear that […]
With the presidential election behind us and with the new president Donald Trump not entering in the White House until January 20, 2017, we think that investors will return focusing over next few weeks on the outlook of the US […]
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