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The global market enters a decisive week shaped by a mix of monetary policy expectations, geopolitical tensions and the next wave of Big Tech earnings. Investors approach the period with a cautiously...
A pivotal week where macro forces and AI narratives collide
The market enters the new week with a clear narrative: investors are rotating, not retreating. After months of exceptional performance in AI-linked assets, last week’s selloff looked far more...
Rotation Takes the Lead as Geopolitics Sets the Tone
Le marché aborde la nouvelle semaine avec un message clair : les investisseurs se repositionnent, ils ne fuient pas. Après plusieurs mois de performances exceptionnelles des actifs...
La rotation domine tandis que la géopolitique dicte le tempo
The market enters next week with a configuration that confirms a broadening of leadership beyond the large technology names. Investors, increasingly selective, are rotating toward sectors offering...
Market Outlook: a broadening bull market where cyclicals regain momentum and leadership expands beyond Big Tech
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From Vision to Velocity: How a One Page Strategy Map Aligns the Modern CEO Team
Energy
The oil market has experienced an unusually intense week, driven by a military escalation between the United States and Iran that immediately revived concerns about the security of strategic maritime...
Oil under geopolitical pressure, a market catching fire
The oil market closed the week in positive territory, despite a slight pullback toward the end. Brent is trading around 76.60 USD per barrel and WTI near 72 USD, marking weekly gains of roughly 4 to...
Oil market ends the week firm despite rising geopolitical tensions
The oil market has just recorded a fourth consecutive week of decline, bringing Brent down to 71.90 USD and WTI to 68.60 USD per barrel. This slide is part of a broader sequence of gradual supply...
Oil Market: A Shift Toward Abundance Reshapes the Forward Curve
The oil market has entered a clear softening phase this week, with Brent and WTI both down around 8 %, despite a brief rebound following the attack on a cargo vessel near the Strait of Hormuz. Prices...
Oil prices under pressure as Gulf flows resume amid fragile geopolitics
The oil market experienced a pronounced decline this week, with WTI dropping nearly 8 % and Brent sliding more than 5 %. This correction reflects investors’ reassessment of geopolitical...
Oil Market: A sharp pullback amid a still-fragile geopolitical landscape
Precious Metals
Gold has gone through a difficult week, marked by a decline of around 3%, its sharpest weekly drop in six weeks. Despite a slight rebound at the end of the period around 4,000 USD per ounce, the...
Metals under pressure, between inflation, geopolitical tensions and Chinese fragility
Gold continues to struggle to regain momentum. Even the renewed tensions between the United States and Iran failed to trigger the usual flight toward safe-haven assets. Investors are instead focused...
Gold loses momentum while copper finds support from a weaker dollar
Industrial metals moved in a mixed pattern this week. Aluminium continued to decline, pressured by improving supply prospects in the Middle East. Copper proved more resilient, trading around 13,326...
Industrial Metals: a mixed market marked by easing aluminium, resilient copper and surging gold
Metals experienced a sharp pullback at the start of the week as equity markets fell, the dollar strengthened and the Federal Reserve adopted a firmer tone, prompting investors to reduce exposure to...
Metals under pressure as tighter monetary conditions hit cyclical assets
The metals complex experienced a broad decline this week as the Federal Reserve adopted a more hawkish tone. Gold fell sharply, trading near 4,165 USD per ounce, pressured by a stronger dollar and...
Metals under pressure as the Fed’s hawkish tone triggers a broad market pllback
TopDown-View
Financial markets are going through a phase of palpable tension, particularly visible in the semiconductor segment. For those holding these stocks in their portfolios, the contraction of latent gains...
Macroeconomics in transition, a shaken market but far from a reversal
Rising tensions between Iran and the United States, accompanied by a predictable rebound in oil prices, do not appear to be destabilizing financial markets. For nearly a month, a clear sector...
Macro: Markets hold steady as geopolitical tensions rise and sector rotation deepens
At the end of a shortened week in the United States due to the national holiday, investors absorbed a series of important macroeconomic signals. The latest employment report, combined with the...
Macroeconomics: a market digesting Fed signals and rebalancing performance between the US and Europe
Macro dynamics: inflation, liquidity and the summer volatility trap Next week will be shaped by a delicate balance between persistent inflation signals and increasingly cautious liquidity conditions....
Next Week’s Market Anticipation
The macroeconomic cycle continues to evolve rapidly, marked by abrupt shifts in market leadership. After the surge in energy prices triggered by the closure of the Strait of Hormuz, semiconductor...