Category: Investment flash

At the beginning of the results publication's season for US companies, it is already interesting to note that most companies have announced results in line with or above expectations, which have been reduced for some time. (...) This is once again the time to favor growth stocks Discover our Investment Flash down below: Read more [...]

Chinese demand, which had contracted compared to previous years due to health policy, was partially offset by the still strong demand from developed countries supported by the energy transition. Despite fairly positive (...) China's renewed growth reinforces imbalances Discover our Investment Flash down below: Read more To make sure you don't miss any of our [...]

In an environment that is particularly unsettled by geopolitical risks, soaring inflation, historically high yields and a sharp reversal of more restrictive monetary policies, gold has done a relatively good job of protecting the value of investors who had confidence in (...) Increase in dedicated allocation in diversified portfolios Discover our Investment Flash down below: [...]

After a fall of nearly 100 basis points in US long rates between mid-October and mid-December, ten-year Treasury yields have rebounded in the last three stock market sessions by about 25 bps in a move that is hardly legitimate, given recent macroeconomic data developments in the US. Indeed, the published statistics have (...) Bearish recovery [...]

The inflation regime that initially took hold during the first six months of the year had largely worried investors to the point of causing the largest correlated declines in the financial markets of any asset class. A six-month average inflation regime of (...) When five points are enough to constitute a trend Discover our Investment [...]

A cold wave in Europe is beginning to make itself felt and is already impacting the gas reserves built up. For example, the number of storage vessels off the European coast has already fallen by 30% in one month. The acceleration of withdrawals from natural gas stocks could (...) Bullish outlook for crude, gas and [...]

Swiss GDP figures for the third quarter show a slowdown in the growth of the Swiss economy. The +0.2% increase in GDP is not surprising in the (...) Expected stabilisation of yield curves Discover our Investment Flash down below: Read more To make sure you don't miss any of our publications and have access to [...]

The latest episode of the FTX bankruptcy may not have a direct impact on Bitcoin, if one believes the information that there was no Bitcoin on FTX's balance sheet, implying no forced liquidation. Nevertheless, it will undoubtedly raise awareness (...) New disappointments for crypto-currencies Discover our Investment Flash down below: Read more To make sure [...]

The U.S. corporate earnings season ended with the lowest ratio of companies, beating estimates recorded since Q1 2020, despite lowered expectations. Companies generally announced margin cuts (...) Margins and revenues will decline more in Europe Discover our Investment Flash down below: Read more To make sure you don't miss any of our publications and have [...]

Indeed, during the phase of rapid rise in the US ten-year Treasury rates from 1.5% to 4.2% this year, and the concomitant rise in the dollar index of almost +20%, gold prices have in fact logically recorded a decline. However, (...) Time to build up sufficient exposure to gold mines Discover our Investment Flash down [...]