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New Year, Soft Start

New Year, Soft Start

In hindsight, postponing my vacation to January 6 would have been wise. This stock market week is as quiet as a library on a Friday night. Even President Joe Biden's voice is cutting through the...
Our Logo January 03, 2025 at 08:49 am EST
Is the yuan carry trade dangerous for the markets?

Is the yuan carry trade dangerous for the markets?

Since investors painfully relearned that accelerated unwinding of yen carry trades can cause market turmoil, they've been keeping a close eye on other such operations, particularly those involving the...
Our Logo August 13, 2024 at 10:20 am EDT
Overreacting much?

Overreacting much?

Earnings season kicks off today with the first major set of quarterly results of the season, featuring the giants of American finance. Investors are hoping these will be a new catalyst for the market....
Our Logo April 12, 2024 at 09:44 am EDT
New horizons

New horizons

Wall Street continues to move forward and surpasses symbolic milestones: after the 17,000-point Nasdaq 100, the 38,000-point Dow Jones was erased. Both indexes find themselves in terra incognita, as...
Our Logo January 23, 2024 at 09:24 am EST
Indices:  Focus on tech, Brazil and China

Indices: Focus on tech, Brazil and China

Among the biggest changes in national indices over the past month were 4 Brazilian indices and 3 technology indices, including two American and one German.
Our Logo November 27, 2023 at 10:36 am EST
At the start of a short week, investors focus on OpenAI, Fed minutes

At the start of a short week, investors focus on OpenAI, Fed minutes

This week will be a short one for investors, as the Thanksgiving holiday on Thursday will significantly reduce activity from Wednesday evening onwards. Artificial intelligence continues to take center...
Our Logo November 20, 2023 at 09:23 am EST
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