Weekly market review

  • analyse-de-marche-09
    Market analysis

    Unvertainty reigns in Europe

    Investors wait for the Jackson Hole Symposium

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  • analyse-de-marche-10
    Market analysis

    Global data worry markets

    The US Commerce Department’s lift to markets at the beginning of the week soon fizzled out.

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  • analyse-de-marche-14
    Market analysis

    The outlook remains uncertain

    Markets struggled to regain their calm although the risk of Chinese currency manipulation abated.

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  • analyse-de-marche-08
    Market analysis

    After the market fall, it is not yet time for a repositioning

    In the last 6 trading sessions, equity markets have fallen sharply with the S&P 500 and the Eurostoxx 50 down by about 6%. Yields on core government bonds have plunged, down 30bp for 10-year US Treasuries and 15bp for the German Bund which is now yielding minus 0.52%

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  • analyse-de-marche-15
    Market analysis

    US-China tariffs upstage Central Banks

    It was a difficult week on equity markets although investors should have been reassured by the Fed which cut its rates by 0.25%. Instead, they were thrown off balance by Jerome Powell’s accompanying comments which failed to provide a clear endorsement of a series of cuts in the months ahead.

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  • analyse-de-marche-05
    Market analysis

    Central banks remain in focus

    Central banks once again remained centre stage. Judging from falls in the euro and European sovereign bond yields, investors were clearly expecting big developments over the week. And yet the ECB meeting raised more questions than answers.

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  • analyse-de-marche-08
    Market analysis

    A mixed start to earnings season

    Unconvincing results and fresh US-China tensions leave investors hesitant.

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  • analyse_de_marche_07
    Market analysis

    Waiting for the results period

    Markets are still strongly influenced by central bank announcements. Jerome Powell’s statement this week at the House of Representatives was eagerly anticipated. He stressed the confirmation that uncertainties regarding global trade and the strength of economic growth were still in evidence, against a backdrop of a...

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  • analyse-de-marche-13
    Market analysis

    Markets applaud new European appointments

    Global growth is slowing smoothly but the week’s PMI and ISM data revealed some resilience in developed countries thanks to buoyant consumption and services.

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  • analyse-de-marche-04
    Market analysis

    Markets tread water ahead of the G20

    Pre-G20 summit stress kept markets on tenterhooks throughout the week, leading global indices to trade within narrow limits. The weekend’s summit will be decisive.

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  • analyse-de-marche-06
    Market analysis

    Signals of more policy stimulus

    Mario Draghi at the ECB once again said the bank had a number of tools it could use to boost inflation and the economy as worries over the outlook sent long and short eurozone sovereign bond rates even lower.

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  • analyse-de-marche-09
    Market analysis

    Investors still in wait-and-see mood

    Risk assets gained further ground but trod more cautiously than in the preceding week. This is only natural as the FOMC is on June 18/19 and the G20 will take place at the end of the month. Both events will be decisive for market trends in the coming months.

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  • analyse-de-marche-12
    Market analysis

    Central banks once again in the driving seat

    The week kicked off with an increasing amount of disappointing economic data, particularly in China, prolonging concerns over growth and driving investors’ risk aversion sharply higher.

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  • analyse-de-marche-10
    Market analysis

    Genuine uncertainties according to the latest indicators

    Trade war uncertainties continued while the latest advanced indicators delivered increasingly contradictory signals.

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  • analyse-de-marche-11
    Market analysis

    European elections and trade war: markets retreat

    The US trade dispute continued to worry markets and US and German companies.

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  • analyse-de-marche-13
    Market analysis

    Respite for Europe against the backdrop of the trade war

    In a week full of twists and turns, US-China trade talks turned complicated. Donald Trump is now expected to postpone the introduction of tariffs on European car and spare part imports to the US.

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  • analyse-de-marche-14
    Market analysis

    The market volatility in a tweet

    Volatility rebounded from lows after Donald Trump threatened to raise tariffs on certain Chinese imports from 10% to 25% from Friday May 10 if trade talks failed make substantial progress. He followed through on this threat even though China’s vice premier Liu He was in the US to continue discussions.

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  • analyse-de-marche-02
    Market analysis

    The earnings season continues

    A shortened week got off to a positive start with S&P maintaining Italy at BBB with a negative outlook. Spain's elections saw the Socialist party come out on top with more seats than previously but still no absolute majority. As a result, spreads tightened between peripheral countries and Germany.

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  • analyse-de-marche-06
    Market analysis

    Hard-to-interpret data

    There were no clear indications on market trends this week, a reflection of the difficulty investors are having in distinguishing between good and bad macro and company news.

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  • analyse-de-marche-15
    Market analysis

    The earnings season kicks off

    US markets pushed inexorably towards all-time highs, leaving the S&P500 only 40 points off its September 2018 peak. However, trading was still thin, especially for the beginning of the quarterly earnings season.

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