Weekly market analysis: CPI, Fed and oil in focus
Stock markets rose this week, U.S. inflation reached 4.2%, and next week will be marked by the Fed, retail sales,…
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Market analysis
Ideas, context and scenarios to understand what is happening in the markets and put each move in perspective.
Weekly Market Analysis: Fed, Valuation, and Europe in Focus
Weekly market analysis covering stock markets, the Fed, inflation, S&P 500 valuation, and key macro and geopolitical factors from June…
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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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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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