China's imports unexpectedly fell in March as COVID-19 curbs across large parts of the country hampered freight arrivals and weakened domestic demand. China Imports YoY change is now diverging meaningfully from Commodity prices YoY change. Could it mean lower commodity prices and lower inflation down the road?

1st round of French elections takes place this Sunday. A Macron win is not a done deal anymore as Le Pen has been surging in the polls recently. Second round is in 2 weeks. A Datapraxis / @YouGov poll shows Macron at 51% and LePen at 49%.

Below are answers to our client’s most frequently asked questions on the markets, the yield curve inversion, French elections and our portfolios positioning.

S #stocks and the US yield curve are diverging meaningfully as the 2-year - 30-year Treasury Bond yield curve just inverted for the 1st time since late 2007 while the S&P 500 trades within 5% of its all-time-high.

The major US equity indices ended the week higher, with the S&P 500 Index reaching its highest level since February 10 on Friday. Tech stocks outperformed, helped by Apple.

Below are answers to our Client’s most frequently asked questions on the markets, the Fed and our portfolio positioning.

US stocks moved higher for the week, ending a two-week losing streak and reclaiming much of the ground lost over the past month.

Yesterday, the Fed's FOMC tightened interest rates for the first time since December 2018. This first step came as no surprise to investors around the world.

US stocks moved lower over another week of extreme volatility on the back of the Russian invasion of Ukraine.

Today, the European Central Bank held its monetary policy meeting. This session was highly anticipated in the current context of high uncertainties due to the situation in Ukraine, and already high and rising inflation even before the war started. Here are three questions answered to help shed light on today’s ECB meeting.