Nov 10, 2024 | Market overview
Market sentiment: RiskOn – 2 days Recap of the past week: The most pivotal week of the year, the U.S. elections, has concluded. As expected, Donald Trump’s victory propelled markets aggressively to new all-time highs. The Fed contributed by lowering...
Oct 20, 2024 | Market overview
Market sentiment: RiskOn – 34 days Recap of the past week: The past week was marked by disappointment in ASML’s earnings, which affected the entire chip sector. The sector recovered only after TSMC delivered outstanding results. Netflix and several...
Sep 29, 2024 | Market overview
Market sentiment: RiskOn – 13 days Recap of the past week: The past week had one central theme: the monetary easing in China. This move was truly unexpected. While we’ve mentioned several times that some action from the PBoC was on the horizon, we didn’t...
Sep 22, 2024 | Market overview
Market sentiment: RiskOn – 6 days Recap of the past week: The past week was dominated by anticipation for the first rate cut from the Federal Reserve. The Fed did not disappoint and performed a cut. However, the unexpected element was the cut being 50 bps, which...
Sep 15, 2024 | Market overview
Market sentiment: RiskOff – 11 days Recap of the past week: The past week brought a noticeable improvement in market sentiment. Investors were bracing for another CPI decline, which would have fueled negative sentiment and the notion that the market was heading...
