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08 Jun

I like it better when it’s a little less calm

  8th of June 2021 The market stress indicator is called volatility. It is represented by an index called the VIX, which explodes upwards when there is panic and we are all going to die. It is displayed as a percentage and represents the percentage that the market has to move – if we simplify..

04 Jun

Tic-Tac Tic-Tac-Tweet

  4th of June 2021 We are finally getting to the bottom of this. Only a few more hours and we will know what happened to employment in May, what was miscalculated in April and whether it is inflationary or not. Yesterday the private employment numbers came out great and were well above expectations, will..

03 Jun

Make America Great Again…or more expensive

  3rd of June 2021 It’s a good thing the week is shorter than usual in the US, because it’s getting really hard to find things to say. There is nothing going on and everyone is “waiting” for Friday’s numbers to do something and for the rest of it, we continue to go nuts in..

01 Jun

If I had known, I wouldn’t have come

  1st of June 2021 Don’t say I didn’t say it. Yesterday, the absence of the Americans and the British created an anorexic volume and an interest close to zero. It must be admitted that we still managed to drop 0.76% on the Eurostoxx 50 and that most of the components were in the red..

31 May

Big week, small day

  31st of May 2021 The week ahead of us could be a sporty one. Between the avalanche of economic figures, most of the central bankers who will be released into the wilderness, the inflation fears that will fall on us every 5 minutes, the OPEC meeting and the employment figures on Friday, we could..

28 May

Spending Joe or the return of the Stimulus

  28th of May 2021 In yesterday’s column I talked about comas and markets that remained in a total lethargy. During yesterday’s session, I had, for a brief moment, this impression of “déjà-vu”, this moment when we tell ourselves that we have already lived this kind of moment. Indeed, Thursday’s session was like Wednesday’s, almost..

27 May

In a coma for the 125th anniversary of the Dow Jones

  27th of May 2021 When I look at the markets, I get the feeling that we are in one of those summer markets where nothing is happening and traders are more concerned with their beach readings than economic data. And then I look out the window, worse, sometimes I open it and by the..

26 May

The market is sinking

  26th of May 2021 This morning’s headline may be a bit provocative, I realize. “The market is sinking” may not exactly represent what happened yesterday on the world’s stock markets. In fact, it’s not even that at all. The S&P500 was down 0.21%, while the CAC40 was down 0.28%. Not to mention that the..

25 May

And Musk tweeted and the world changed (again)

  25th of May 2021 If you take the time to look closely at the stock market, you have to admit that there is a lot going on. We have just concluded three consecutive bullish sessions, we are fighting every day to know if inflation is good or bad (especially for the tech sector), we..