Inflation, taux et publications d'entreprises...

📉 Inflation US à 2,7 % : pourquoi le marché n’a (presque) pas réagiL’inflation US publiée hier est ressortie à 2,7 %, très en dessous du consensus (3,1 %). Sur le papier, c’est un chiffre « bullish ». Dans les faits, le marché l’a largement ignoré.Pourquoi ? Parce que la qualité ...  Show more

Bonjour à tous,vous connaissez les polarités, la direction privilégiée pour les positions, le plan du jour S&P500 tant que sous 6780, les indices faibles/forts etc... alors ce matin, je fais plutot le focus sur l'inflation US de 14h30.... même si je rappelle AUSSI qu'il y a la BC ...  Show more

After Saudi Arabia and Russia both pledged to extend their supply cuts until the end of the year, oil has rallied, pushing yields higher and interrupting the rally in equities. Meanwhile, Eurozone economic data continues to come in below expectations. Dario Messi, Fixed Income ...

DB-Oct06,2021: With stocks rocking back and forth, crypto exploding, the ADP jobs report revealing a positive surprise, and natural gas gyrating up and down, this week's price action thus far has been very volatile. Darius Dale of 42 Macro returns to Daily Briefing to dig more in ...  Show more

In this episode, Luke Gromen navigates through Berkshire's $167.6B cash, his 2023 market optimism, US liquidity measures, and escalating real estate loan concerns. He discusses inflation's return, unemployment trends, interest rates, and Bitcoin's impact on energy. The dialogue a ...  Show more

Asian equity markets were stronger this morning and US futures are higher following better than expected US GDP growth and strong earnings from two tech heavyweights. Markus Allenspach, Head of Fixed Income Research, gives his views on the ECB's decision to leave interest rate ...