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...
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...
