The return of volatility
Source: Bloomberg
The implications of an aging population for investment strategies
Source: Bloomberg
Exciting Developments for Dassault Systemes
In January, Dassault Systemes broke its long-term downtrend—a very positive sign. Since then, the market has consolidated by more than 25%. Recently, we're seeing signs of demand, confirmed by stronger-than-average volume in the short-term trend. Keep an eye on it. Source : Bloomberg
While the FED monetary policy is seen as restrictive, the Bloomberg US Financial Conditions Index is at record highs.
Risk premia in stocks and credit are near all-time tights as commodities are breaking higher. Source: Bloomberg
Aluminum appears to be the next metal getting sent as price surges to highest level since June 2022
Source: barchart
Is this sustainable? Nvidia results tonight might give us a clue...
Source: Mac10
Credit Agricole’s bond desk is targeted by climate activists
The French bank is under pressure to reveal the carbon footprint of its bond business. A group of investment managers with $777 billion in combined assets is using the bank’s AGM to demand that it start disclosing the greenhouse gas emissions tied to its capital markets operations.
Source: Bloomberg
A POSITIVE contrarian signal >>>
EQUITY mutual funds are working on their 82nd straight month of OUTFLOWS. Source: Bloomberg, Eric Balchunas
