Slow food for thought
Insights and research on global events shaping the markets
Below are the top 10 events and surprises that could impact financial markets and the global economy in the New Year. These are not forecasts, but potential macro-economic, geopolitical or market events that are not anticipated by the financial markets. We also try to assess the probability of occurrence (high, medium, low) of each of them.
As the most wonderful time of the year approaches, the financial markets anticipate the Santa Claus Stock Rally, a period where stock prices often rise from Thanksgiving to the end of December. This phenomenon encapsulates a mix of historical trends, investor behavior, and market analysis. This article will explore its historical performance, influencing factors, and its potential prospects for 2023 amidst current economic challenges.
Here's the vision from the owner of Tesla and Space X: by the end of 2024, X (the late Twitter) should be able to offer a bouquet of ﬁnancial services, i.e. bank accounts, online payments, investment advice and management. Preview below.
Three weeks ago, LVMH shares lost up to 8.5% of its market value in a single day following the publication of lower-than-expected third-quarter sales. Fashion, leather goods, wines and spirits suffered a sharp slowdown in demand in most regions. LVMH shares are now down nearly 30% from their April high. And the Group headed by Bernard Arnault is not an isolated case...
Open banking is a rapidly growing industry with a market size valued at US 20.2 billion in 2022 and a projected CAGR of 20.5% from 2023 to 2032, fuelled by the escalating demand for digital banking.
Uranium, a heavy metal known for its dense properties and radioactive isotopes, has recently become the focal point of discussions and analyses in the ﬁnancial and energy sectors. This element, which is fundamental to the production of nuclear energy, has witnessed a signiﬁcant surge in prices and attention, marking a pivotal moment in the global commodity markets.
U.S. Treasury Inﬂation-Protected Securities, or TIPS, stand out as a distinctive class of U.S. government bonds meticulously crafted to shield investors from the corrosive effects of inﬂation. While the value of traditional bonds gradually erodes due to inﬂation, TIPS promise a different path. Their value adjusts in harmony with the Consumer Price Index (CPI).
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