By Charu Chanana, Market Strategist at Saxo Charu Chanana A better-than-expected growth outlook, along with the boost from China’s reopening as well as below average valuations, is supporting the case for an outperformance of European equi...

It’s been a busy month for investors and Fed watchers. On 1 February, after announcing a 25 basis point hike in the federal funds rate, the U.S. Federal Reserve went on to state that it anticipates that “ongoing increases” would be appropriate in...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. In the US, January retail sales figures, persistent services inflation, and a January producer price index (PPI) figure that surprised on the upside helped spur calls for ...

By prof. Dr. Jan Viebig and Laurent Denize, Global Co-CIOs at ODDO BHF Financial markets got off to a good start in 2023. Since the beginning of the year, the broad US stock index S&P 500 has risen by more than 8% in US dollar terms and the...

Mickael Benhaim, Head of Fixed Income Investment Strategy & Solutions & Patrick Zweifel, Chief Economist Pictet Asset Management. The sudden re-opening of China's economy has caused fresh uncertainty among fixed income investors alread...

By Peter Garnry, Head of Equity Strategy at Saxo Peter Garnry The earnings and outlook from Alphabet and Amazon were not impressive and investors pushed the shares of these companies down in extended trading weighing on Nasdaq 100 futu...