Weekly market analysis: solid employment and an expensive stock market in the U.S.
Weekly market analysis with Friday’s closes, U.S. employment, the S&P 500 ERP, breadth, CPI, and next week’s geopolitical risks.
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Market analysis
Ideas, context and scenarios to understand what is happening in the markets and put each move in perspective.
Stock markets at highs with the equity risk premium under pressure
Weekly market analysis: S&P 500, Nasdaq, Euro Stoxx 50 and IBEX 35 at Friday’s close, macro, valuation, ERP, and key…
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Weekly market analysis: expensive stocks, key crude oil, and macroeconomics
Weekly market analysis with Friday closes, S&P 500 valuation, breadth, macro, currencies, bonds, and geopolitical risks.
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Weekly market analysis: inflation, valuation and breadth
Weekly market analysis with Friday closes, breadth, implied P/E, ERP, macro, and geopolitical risks for next week.
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Weekly market analysis: inflation and earnings under the spotlight
Weekly market analysis with Friday closes, U.S. inflation, corporate earnings, breadth, currencies, bonds, and oil.
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