When speaking of Christmas, it is difficult for many not to think of a company that has accompanied them—and continues to do so—with its cartoons during this period throughout the years. The Walt Disney Company (DIS) has faced some challenging years recently but throughout 2025 it has completed its strategic pivot from aggressive subscriber acquisition […]
In recent weeks we have discussed both metals, not only in light of the strong performance delivered over the past couple of years—particularly throughout 2025—but also because of their growing popularity among retail investors, especially gold. Regarding XAU, we were not expecting outsized further appreciation. We analyzed it when it was trading around $4,050; after […]
From President Lagarde’s press conference, it was clear that the ECB is currently very comfortable with its prevailing monetary policy stance following the latest adjustment to the Main Refinancing Operations rate (2.15%) implemented last June. Only a clear and material deterioration in the medium-term growth outlook would be likely to alter the Governing Council’s perception […]
At yesterday’s close, following a solid session that saw the index rise by 1.06%, the Euro Stoxx 50 (EU50Cash) is up 17.92% year to date in euro terms. This represents a strong performance; however, it should be noted that a substantial portion of the gains was concentrated in the first two months of the year, […]
Approximately one hour before the ECB announces its decision from Frankfurt, the “Old Lady”—the affectionate nickname for the Bank of England in the City of London—will also publish its interest rate decision for the UK, where the Bank Rate currently stands at 4.00%. Market pricing suggests a high likelihood of a 25 basis point cut […]
As of yesterday’s close, the S&P 500 is up 15.62% year to date. This performance is broadly consistent with the long-standing assumption that, over the long run, the index that best “represents” the market tends to deliver average annual returns of around 10%. This may help explain why, for several weeks now, we have no […]
The Euro Area exports goods to Japan worth approximately EUR 70 billion per year, primarily pharmaceuticals and medical equipment (around EUR 18 billion), as well as machinery and vehicles. At the same time, it imports goods from Japan with a total value of roughly EUR 100 billion, resulting in a trade deficit of about EUR […]
Last week saw a sharp decline of 22.23% in Natural Gas futures (NGAS), with prices falling to $4.113 per MMBtu (million British thermal units). What drove such a pronounced move? First, a preliminary clarification is warranted. Commodities exhibit materially higher volatility than equities or FX. This is readily observable in instruments such as crude oil […]
Canada is the United States’ second-largest trading partner after Mexico, with total bilateral trade reaching $770 billion in 2024. Of this, $422 billion consisted of U.S. exports and $349 billion of imports, resulting in a U.S. trade surplus of USD 73 billion. Canada, the U.S., and Mexico operate under the USMCA framework, which came into […]
While mega-cap tech companies continue to deploy extraordinary levels of capital into data-center infrastructure—this morning’s headlines note that both Amazon and Microsoft will invest billions in India, USD 35bn and 17.5bn respectively—the standout in yesterday’s U.S. session was the Russell 2000. It was the only among the most-traded U.S. equity indices to register new all-time […]
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