A rather hawkish FED late September has triggered a strong rally in US yields, which in turn has started to weigh on risk assets. The...

It has been quite an amazing year on the Equity front with a strong divergence between Developed markets and Emerging ones. Indeed,...

Last month, we wrote that the worse may be behind us for equity markets. We did expect some downside retesting early April (which was...

Since the beginning of the year, Equity markets have been rocked by strong rotation from Growth and Defensive themes into Value and...

The dual question currently rocking equity markets is to understand if the current rally extends into Q1, perhaps even into Q2/Q3 next...

In this short article, we analyze the long-term prospects for the S&P500 and EuroStoxx 50 indexes. Indeed, following the March...

Executive Summary: Equity markets have been consolidating since early September. This countertrend should find closure over the next week...

Our preliminary cross asset outlook Equities: the current consolidation period probably extends into mid/late November, perhaps early...

Executive Summary: The S&P500 Index may continue to bounce into early/mid October, but then consolidates again into November. It then...

• Over the next week of so, the S&P500 and the Eurostoxx 50 Indexes could start to resume their uptrend, probably into mid/ late Summer...