Stagflation? Sticky Inflation? 7 Reasons For Investors To Be Positive

London index rises while rest of Europe is closed

London index rises while rest of Europe is closed for Labor day. S&P Global Greece Manufacturing PMI slightly fell to 55.2 in April 2024. The pan-European Stoxx 600 moved 0.08% lower. Investors remain cautious of the upcoming US Federal Reserve policy decision.

European markets mixed on Tuesday after key economic numbers

European markets mixed on Tuesday after key economic numbers. France's inflation drops 2.2% in April; Spain's GDP expands 0.70% in Q1. The pan-European Stoxx 600 moved 0.18% lower. Euro Area inflation and GDP expected shortly.

Weekly Report: what happened at FLGB last week (0422-0426)?

European markets up as traders look ahead to cenbank decisions, earnings

European markets up as traders look ahead to cenbank decisions, earnings. The pan-European Stoxx 600 edged up 0.3% on Monday, with sectors trading in mixed territory. Investors looked ahead to a monetary policy decision from the Federal Reserve this week. Atos gained after the French government sent a letter of intent to buy the company.

Weekly Commentary: Opposite Day

The Semiconductor Index surged 9.9%, more than recovering from last week's 9.2% drubbing. The Bank of Japan just can't stop playing with fire. Short squeezes are alive and well. Tesla surged 14.4% this week. The bulls have plenty of fight.

European markets in green as market sentiment improves after corporate reports

European markets in green as market sentiment improves after corporate reports. The pan-European Stoxx 600 (STOXX) moved 0.58% higher. All major bourses trading in the green. U.S. 10-year Treasury yield was up 2 basis points to 4.68%.

Q1 2024 Active Management Review: Momentum And Growth Factors Outperform

Home Market Outlook Today's Market Q1 2024 Active Management Review: Momentum And Growth Factors Outperform. Another strong quarter in markets led to another stellar performance for the Momentum and Growth factors. The Momentum factor was the standout performer across all regions. Low Volatility was the worst performing factor in the quarter.

European markets mixed with a flurry of corporate earnings

European markets mixed with a flurry of corporate earnings. The pan-European Stoxx 600 (STOXX) moved 0.17% lower. Food and beverages stocks were in the red while health care gained. U.S. 10-year Treasury yield was down less than 1 basis point to 4.65%.

Equities Play A Waiting Game

Consumption continued to drive growth in the first quarter. The waiting game continues for the U.S. Federal Reserve and other major central banks to cut interest rates this year. 2024 is shaping up to be a “normal” expansionary year with healthy levels of economic growth and inflation.

Rising Treasury Yields, Falling Oil Prices, And Hawkish Talk From The Fed

Home Market Outlook Economy Analysis Rising Treasury Yields, Falling Oil Prices, And Hawkish Talk From The Fed. The 10-year US Treasury yield rose to levels not seen since last November. Prices for West Texas Intermediate crude oil fell last week from recent highs despite tensions in the Middle East.

European markets in green following positive market sentiment

European markets in green following positive market sentiment. The pan-European Stoxx 600 moved 0.22% higher. Overall sentiment in Europe buoyed by gains in Asia and on the Wall Street. In the bond market, the U.S. 10-year Treasury yield was up 3 basis points.

Bank Of England Set To Cut Rates Before The Fed As Officials Turn Dovish

Bank Of England Set To Cut Rates Before The Fed As Officials Turn Dovish. The Bank of England is right to draw a distinction between the UK and US inflation outlook. We expect the first rate cut to be in August or maybe even June. Investors now expect two rate cuts in the UK this year.

UK's flash composite PMI rises to 54 points in April

UK's flash composite PMI rises to 54 points in April from 52.80 points in March 2024, a 11-month high. Flash manufacturing PMI in the United Kingdom decreased to 48.70 in April, a 2-month low. UK's flash services PMI increased to 54.90 in April.

European markets in green with London index touching an all-time high

European markets in green with London index touching an all-time high. FTSE 100 hits an intraday record high. The pan-European Stoxx 600 moved 0.52% higher. Tech stocks led gains, while mining stocks fell. U.S. 10-year Treasury yield up less than 1 basis point.

Weekly Report: what happened at FLGB last week (0415-0419)?

European markets mostly positive after last week's uncertainty

European markets mostly positive after last week's geopolitical tensions. The pan-European Stoxx 600 moved 0.12% higher. Consumer confidence index in Denmark fell to -8.6 in April 2024. U.S. 10-year Treasury yield up 3 basis points to 4.64%.

European markets fall as Middle East tensions soar

UK retail sales rise 0.8% Y/Y

Sticky U.K. Services Inflation Pushes Back Rate Cut Hopes