Newsletter

Breaking Markets News – Growth and Commercial War. Present and future developments of a global trade conflict.

26 April 2018

In this number: FED rates, Inflation and Nominal Growth GDP Amount of US Banks Reserves c/o FED & Inflationary Expectations USA vs China Breaking Markets News 04/2018  

Breaking Markets News – Spring on the markets and spring at the FED. What new scenarios will investors wait for?

20 March 2018

In this number: FED rates, Inflation and Nominal Growth GDP Amount of US Banks Reserves c / o FED & Inflationary Expectations Breaking Markets News 03/2018  

Breaking Markets News – Share volatility: a new return.

26 February 2018

In this number: S&P500 – Monthly Data VIX, S&P500 and VIX Trends Cost of Capital Breaking Markets News 02/2018      

Breaking Markets News – Equity Markets and Currency Volatility: scenarios at the beginning of the year.

26 January 2018

In this number: The investor confidence paradox: retail vs Institutional in America The frontier on the EUR/USD Parity Breaking Markets News 11      

Breaking Markets News – Growth in 2018 & Inflation. Ideas for the new year of investments.

19 December 2017

In this number: World growth and international trade Global economic trend Breaking Markets News 10      

EM credit Markets, what’s ahead for 2018

5 December 2017

1. EDITORIAL As highlighted by JP Morgan in one of the latest research pieces, “the main driver of the spread tightening over the past year has arguably been the global demand for higher yielding assets following the record level of QE deployed by the DM central banks. The negative yields in Eurozone government bonds and…

Politics & Markets nowadays. Tight Linkages

7 November 2017

1. EDITORIAL Let’s start this month by telling that within the politics arena, Mr Abe has achieved the super-majority in parliament he had hoped for. Japanese equity has been the place to be this month. We would allow the major Japanese indices to advance another 1-2% this week, after which the profit-taking will doubtless be…

Breaking Markets News – Monetary Policies on the Two Sides of the Atlantic. Time to act for Central Banks.

23 October 2017

In this number: NFIB Small Business Compensation Plans EU GOVIES Breaking Markets News 10      

European SMEs and China Giant growth. New signal of corporate profitability.

6 October 2017

1. EDITORIAL As highlighted by their recent analysis from Kepler Chevreux “the verdict of equity price is that this has been a summer of consolidation. The summer scares have proved to be unsubstantial, at least so far. The S&P500 registered no change through August (only +0.1%). Due to the forex factor, the major indices of…

Breaking Markets News – Normalization of monetary policies and the Korean situation. Some thoughts of reflection.

22 September 2017

In this number: World interest rate probability Korea – USDKRW FX Korea – KOSPI index Breaking Markets News 09      

DISCLAIMER: The only purpose of this document is to provide information about the current markets. This newsletter is prepared for information purposes only and should not be interpreted as investment advice. It does not constitute an offer or invitation by Framont to any person to buy or sell any security or instrument or to participate in any transaction or trading activity. It does not want to solicit the subscription of financial products and services, which must only be done after reading and understanding the Prospectus and any other related information. Framont & Partners Management Ltd verified very carefully the information contained in this document, but it does not ensure that such information is complete and correct and is not responsible either about the use that third parties make of such information or about any los s or damage that may arise after that use. Information included in this newsletter is considered as current as at the date of publication , without regard to the date on which you may read or be provided with such information. We do not accept any liability arising from any inaccuracy or omission in the information on this website. Every investor should always read the Prospectus and any other available information before making an investment decision. Furthermore, the yield or other terminology used to indicate the return is not guaranteed and may go down as well as up. The performance figures quoted (if any) refer to the past and past performance is not a guarantee of future performance or a reliable guide to future performance. An investment product may be affected by changes in currency exchange rate movements thereby affecting your investment return therefrom. More details about Framont are available on the website www.framontmanagement.com.