S&P 500, la guerre commerciale est-elle intég...

Depuis le lundi 1er décembre 2025, le QT de la FED initié en 2022 a été mis à l’arrêt. L’évolution du bilan de la FED a toujours eu un impact majeur sur les actifs boursiers, notamment sur le marché des changes. Par quels mécanismes ? Quel impact attendre sur le FX et le dollar U ...  Show more

Entre Airbus qui nous fait le remake de “Panique à bord”, l'Allemagne qui transforme son industrie en spaghetti trop cuits, les USA qui cherchent désespérément un peu de momentum et le Japon qui éternue tellement fort que tout le marché obligataire tremble… on est servis. Et pour ...  Show more

The US Empire State manufacturing survey showed a jump in sentiment, a welcome sign amid weakness in the manufacturing sector. Ahead of the Federal Reserve's interest rate decision, markets are pricing in a 50 basis point cut, leading to a rotation out of tech stocks and the S ...

It was probably too soon for the S&P 500 to feel the impact of Black Friday, but the index did just fine without it, closing the day, the week, and the month higher. The same could be said for the Dow Jones Industrial Average and the Nasdaq Composite. The small cap Russell ...

The big things you need to know: • First, weakness in Homebuilders doesn’t bode well for the recent outperformance of Small Caps. • Second, we’ve continued to see some slippage in earnings sentiment (the rate of upward EPS estimate revisions) for the S&P 500, which has been drive ...  Show more

The Market Pinball Wizard, Avi Gilburt, shares how the market forces the Fed's hands (0:05). FX prediction: sizable decline coming in 2nd half of 2024 in DXY, then a multi-year rally. Will emerging markets outperform S&P? (1:40) Investing in an election year (5:15). Why it's time ...  Show more