Dec 15, 2024 | Market overview
Market sentiment: RiskOn Recap of the past week: The past week provided a mixed picture of inflation developments in the U.S. The market first received the Consumer Price Index (CPI), which rose by 0.3% month-on-month, slightly above the anticipated 0.2%. However,...
Dec 8, 2024 | Market overview
Market sentiment: RiskOn Recap of the past week: The past week revolved around the U.S. labor market, which delivered results well above expectations. The most dramatic moment came with the announcement (and subsequent cancellation) of martial law in South Korea,...
Dec 1, 2024 | Market overview
Market sentiment: RiskOn Recap of the past week: The Thanksgiving week turned out to be as calm as expected. Early in the week, Donald Trump made headlines, giving us a glimpse of what to anticipate in 2025. He threatened Canada, Mexico, and China with additional...
Nov 24, 2024 | Market overview
Market sentiment: RiskOff – Sideways Recap of the past week: As illustrated in the heatmap of last week’s key topics, the week was dominated by the escalating Ukraine-Russia conflict. This overshadowed what should have been the focus: Nvidia’s earnings and PMI...
Nov 17, 2024 | Market overview
Market sentiment: RiskOn fading Recap of the past week: Last week, markets were still digesting the substantial gains from the prior “Trump trade” rally as they awaited the release of U.S. CPI. While the CPI data wasn’t outright negative, a wave of Fed...
