Follow our latest thoughts on investing and on the investment market in general.
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...read more
Breaking Markets News – Eurozone growth, still “Germanocentric”? & Gold and Inflation: which correlation?
In this number: GDP growth Gold price vs 10years TIPS Breaking Markets News 08/2017read more
1. EDITORIALMajor 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...read more
Framont & Partners Management and his CEO Gianluigi Montagner are on the latest edition of Finance Monthly. Click the image to read the article.read more
In this number: Emerging markets trends USD Trends (weekly performance) Breaking Markets News 07/2017read more
1. EDITORIALAs 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...read more
In this number: Trends EM vs DM and tradeable USD FED Dots Trends EM vs DM since 2000 Breaking Markets News 06/2017read more
Breaking Markets News – Political scenarios in developed and emerging countries and low volatility in markets
In this number: VIX & SKEW Index Brasil and emerging Markets comparison Breaking Markets News 05/2017read more
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...read more