May 20, 2025

Market Flash

During the week, U.S. Treasury yields rebounded as investors digested the latest inflation data and the latest trade war news. investors digested the latest inflation data and the latest news on the trade war. Positive market sentiment was boosted by the announcement that the U.S. and China agreed to a significant de-escalation of trade tensions following the trade tensions, following a meeting in Switzerland. The agreement provides for a 90-day suspension of most recently imposed tariffs while negotiations continue. As part of the pact, U.S. tariffs will be suspended for 90 days while negotiations continue.
May 13, 2025

Market Flash

During the week, U.S. Treasury yields rose slightly, while U.S. Treasury yields rose slightly, while U.S. Treasury yields rose slightly. yields rose slightly, as investors processed the comments as investors processed comments issued by policymakers following the Fed's the Federal Reserve's latest meeting, as well as progress in trade negotiations, and the trade negotiations and the 1Q25 earnings season continues. 1Q25 earnings season continues. Mid-week, stock markets recovered some of their losses after it was reported that US and Chinese officials were scheduled to meet in Switzerland...
May 9, 2025

Monthly Report May 2025

We closed May with positive results in the markets, driven by two major themes that dominated investors' attention: the solid results of the main technology companies and the progress in trade agreements and discussions on tariffs between the United States and its partners. the United States and its partners. Despite this monthly rally, the cumulative balance so far in 2025 remains mixed. The S&P 500 managed to remain slightly in positive territory...
May 5, 2025

Market Flash

During the week, U.S. Treasury yields rebounded as investors digested the latest comments from policymakers on the trade issue and the 1Q25 earnings season progressed. The start of the week was marked by a positive tone, driven by the perception of a further easing of trade tensions. trade tensions. President Trump announced a partial reduction in tariffs on autos and auto parts, while Commerce Secretary Howard Lutnick stated that a major trade deal was "very close" to fruition. However, by mid-week, the...
April 29, 2025

Market Flash

During the week, U.S. Treasury yields declined as investors digested the latest comments from policymakers on the tariff issue, as the 1Q25 corporate reporting season continues. digested the latest comments from policymakers regarding the tariff issue, as the 1Q25 corporate reporting season continues to progress. After expressing frustration over the lack of additional rate cuts, President Trump stated that he has "no intention of ousting" Fed Chairman Jerome Powell, thus qualifying his previous threats. Optimism over possible close trade pacts and the April 9 tariff pause fueled a 10% S&P 500 rally from its last low....