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The first week of June opens against a backdrop of remarkable strength in global equity markets. The S&P 500 has just completed its ninth consecutive positive week, marking its longest winning...
Weekly outlook: navigating a narrow rally with asymmetric opportunities
A weightless capitalism, facing a generation that is letting go Financial markets are experiencing an almost surreal euphoria. Global indices break record after record, NVIDIA has become the...
The stock market rises, but societies fall behind
The global equity setup heading into next week remains cautiously constructive, but the rally is still carried by a narrow group of AI-driven leaders. In the United States, the S&P 500 keeps its...
Markets stay constructive, but next week will decide whether momentum broadens
The paradox of a revolution that accelerates nothing For the past two years, the global economy has been living inside a double narrative. On one side, companies promise a radical transformation of...
Faster, Smarter, Slower: the great illusion of productive AI
Global markets are entering a phase defined by sharp contrasts. In the United States, the rally remains firmly anchored in technology, with the Nasdaq reaching new highs and the sector advancing more...
Global markets, a rally carried by AI while the rest of the world struggles to keep up
Energy
The oil market recorded another week of sharp declines, with Brent down 8% and WTI falling 5%, bringing prices back toward their lowest levels seen in April. Brent is now trading around 91 dollars,...
Energy: Geopolitical easing sends oil prices sharply lower
The oil market is going through a phase of extreme volatility, reflecting a fragmented geopolitical environment and contradictory economic expectations. Brent crude is down about 4% on the week,...
Oil: a market under pressure where every diplomatic step forward triggers a new wave of uncertainty
A Crude Market Once Again Driven by Geopolitical Nerves The oil market ended the week with a sharp rebound, fuelled by persistent geopolitical tensions and a deepening supply deficit. Brent rose...
Oil Market: Geopolitics Takes Back Control of a Market Under Strain
The Strait of Hormuz remains one of the most sensitive geopolitical chokepoints in the world. Nearly one-fifth of global oil supply passes through this narrow corridor, making it an immediate...
Hormuz, the fragile balance that sets the pace for global oil markets
The energy market has entered a phase of renewed tension as geopolitical dynamics surrounding the Strait of Hormuz intensify. Two weeks after Iran announced the reopening of the strait and Donald...
Energy: Oil surges as geopolitical tensions reshape the market
Precious Metals
The metals market delivered a mixed performance this week, marked by a modest late-week rebound in gold and continued stability in copper. The yellow metal benefited from reports suggesting a...
Metals: A fragile rebound in gold as copper remains in waiting mode
The metals market is going through a period of marked fragility, with a broad decline in prices and volatility driven by energy tensions and geopolitical risks. Gold, traditionally a barometer of...
Metals: a market under pressure amid persistent inflation and geopolitical uncertainty
A Metals Market Driven by Copper’s Rally and Mounting Supply Tensions The metals market delivered a sharply contrasting performance this week, dominated by the spectacular rise in copper prices...
Metals: Copper Surges While Gold Retreats — A Market Split Between Shortage and Inflation
The metals market is moving in step with geopolitical developments in the Middle East, oscillating between hopes of de-escalation and persistent tensions. Gold, the traditional safe haven in times of...
Metals, a market under pressure between geopolitical hopes and supply constraints
The metals market experienced a week of contrasting dynamics, with nickel emerging as the standout performer. Prices reached their highest level since late January following projections from the...
Precious metals: Nickel shines while precious metals struggle
TopDown-View
The week was dominated by hopes of a peace agreement between Iran and the United States, even though the Strait of Hormuz remains closed. This prospect has supported equity markets, still driven by...
Macro: Markets bet on peace despite an uncertain horizon
Global macroeconomic conditions are entering a zone of turbulence where warning signals are piling up, yet they still fail to derail the upward trajectory of major equity indices. The closure of the...
Macro: markets remain unfazed despite a mounting wall of explosive risks
The coming week is shaping up to be one of the most consequential of the quarter, with NVIDIA’s earnings set to dominate market psychology. Expectations remain exceptionally high, with...
Markets brace for pivotal catalysts across AI, rates and consumption
A central bank cornered by the resurgence of inflation The prospect of another Federal Reserve rate hike, considered unlikely just weeks ago, is now gaining traction. According to the CME’s...
Macro: the Fed under pressure as markets confront the return of inflation risk
The U.S. economy continues to defy expectations. In April, it created 115,000 jobs, far above the 65,000 forecast by economists. The unemployment rate held steady at 4.3%, confirming the strength of...