In August 2024, global financial markets experienced high volatility, influenced by fears of a possible recession in the United States, an unexpected rise in interest rates in Japan, and mixed signals from major central banks. Although the end of [...]

In the second quarter of 2024, equity markets in developed countries showed more muted returns than in the first quarter, although many indices reached new all-time highs. The slowdown observed in April was not unexpected, considering the robust performance [...]

In May, financial markets performed positively, resuming the upward trajectory observed at the beginning of the year and reaching new all-time highs after the April pause. This recovery can be attributed to better-than-expected first quarter financial results, signs of [...]

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 [...]

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 [...]

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 [...]

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 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 [...]

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 [...]

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 [...]