News
Follow our latest thoughts on investing and on the investment market in general.
European SMEs and China Giant growth. New signal of corporate profitability.
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...
Breaking Markets News – Normalization of monetary policies and the Korean situation. Some thoughts of reflection.
In this number: World interest rate probability Korea - USDKRW FX Korea - KOSPI index Breaking Markets News 09/2017
Growth Perspectives within EUROZONE, US & CHINA. Rough or Smooth waters?
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...
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 08/2017
EURUSD: the next big thing in the next months ahead
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...
Framont & Partners Management on Finance Monthly
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?
In this number: Emerging markets trends USD Trends (weekly performance) Breaking Markets News 07/2017
Global Inflation for the second semester of the year. Global Growth or fears ahead?
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...
Breaking Markets News – Emerging Markets: opportunities to capture?
In this number: Trends EM vs DM and tradeable USD FED Dots Trends EM vs DM since 2000 Breaking Markets News 06/2017