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April 2024 analysis

After a strong start to the year, global equity markets experienced some profit-taking in April. The MSCI World index was down 3.7% for the month, reducing year-to-date gains to +4.5%. In the U.S., the S&P 500 index turned negative [...]

January 2024 analysis

The year 2024 began in continuity from the last months of 2023 amid confirmations in monetary policy stance and further complications in geopolitical tensions. The Federal Reserve kept rates unchanged and adopted a slightly more restrictive tone, ruling out [...]

December 2023 analysis

The November rally was extended in December, taking the major stock indices to their highest levels since early 2022. The recovery in financial markets is mainly attributable to central bank communications and macro data. Central bankers seem to be [...]

November 2023 analysis

A significant increase in investments in both the stock and bond markets marked the month of November, highlighting changes in the outlook for interest rates and growth. A turning point in the month was the release of US inflation [...]

October 2023 analysis

October usually has a bad reputation and is always approached with some apprehension by investors. In this case, too, it was no less. The major stock markets closed lower, maintaining a certain climate of uncertainty and volatility. The reasons [...]

September 2023 analysis

The third quarter of 2023 closes in an environment still marked by high geopolitical tensions, with the "usual" conflict in Ukraine and aggressive cartel policies implemented by some oil producers, Saudi Arabia above all, which are limiting supply by [...]

August 2023 analysis

The summer period just past was characterised by volatility on the financial markets. After a positive June, a change of direction was noticed. After months of almost exclusively positive movements, the market entered a correction phase in August, except [...]

April 2023 analysis

The markets breathed a sigh of relief in April, thanks especially to signs of possible monetary policy easing by central banks. As a result, the world's major stock exchanges held up well overall, albeit with varying performances. However, concerns [...]

March 2023 analysis

The month of March was marked by a lot of volatility and concern related to a possible financial crisis. The very rapid reversal of rates began to claim its first victims. In mid-March, U.S. banks Silicon Valley (SVB) and [...]

February 2023 analysis

In contrast to January, where we saw a general rise in the main stock markets, the tone of the markets turned decidedly more negative in February. The main culprit for this change in direction was the release of some [...]

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