Newsletter

Growth Perspectives within EUROZONE, US & CHINA. Rough or Smooth waters?

8 September 2017

1. EDITORIAL As highlighted by their recent studies from the independent research house ECR Research, “of the major economies, the prospects for the economy of the EMU are the clearest as far as the next months are concerned. Due to catch-up demand and the loose monetary conditions, a positive spiral of increasing employment, higher earnings,…

Breaking Markets News – Eurozone growth, still “Germanocentric”? & Gold and Inflation: which correlation?

22 August 2017

In this number: GDP growth Gold price vs 10years TIPS Breaking Markets News 08      

EURUSD: the next big thing in the next months ahead

8 August 2017

1. EDITORIAL Major indices of US equity ended last week very close to record highs with the VIX very close to a record low, anchored by the absence of volatility in debt markets. The credit signals remain positive, Europe included. We do not expect to see the S&P500 trading back below the 2450-2460 break-out area….

Framont & Partners Management on Finance Monthly

31 July 2017

Framont & Partners Management and his CEO Gianluigi Montagner are on the latest edition of Finance Monthly. Click the image to read the article.  

Breaking Markets News – Emerging Markets and US Dollar. Which direction for the coming months?

25 July 2017

In this number: Emerging markets trends USD Trends (weekly performance) Breaking Markets News 07      

Global Inflation for the second semester of the year. Global Growth or fears ahead?

12 July 2017

1. EDITORIAL As shown in their last study by the Investment Bank JP Morgan, “Macro fundamentals, economic data, and financial markets have become somewhat disconnected of late. From a macro fundamental standpoint, the year has been tame compared to the widespread disappointments from 2014, 2015, and even early 2016. The global Forecast Revision Index (FRI)…

Breaking Markets News – Emerging Markets: opportunities to capture?

28 June 2017

In this number: Trends EM vs DM and tradeable USD FED Dots Trends EM vs DM since 2000 Breaking Markets News 06      

Breaking Markets News – Political scenarios in developed and emerging countries and low volatility in markets

26 May 2017

In this number: VIX & SKEW Index Brasil and emerging Markets comparison Breaking Markets News 05      

Elections, Global Growth & Inflation. Interconnections on the markets.

4 May 2017

1. EDITORIAL As analysed by Kepler Chevreux in their analysis, “since the fear of political disruption in France has been almost entirely removed the immediate positive impact of a Macron Presidency will be priced almost instantly. A major obstacle to the extension of the bull market in European equity has been removed. Gains of the…

Breaking Markets News – French Elections, Profits and Expectations of Inflation

4 May 2017

In this number: French Elections Profits and Expectations of Inflation Breaking Markets News 04

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