Is the S&P 500 Index unstoppable?
Rising US government debt should put pressure on interest rates
Copper at all-time high with fundamental and speculative tailwinds
Reporting season stabilises earnings expectations in both US and Europe
US inflation causes interest rate cut expectations to fall, bond yields to rise
Low index volatility, strong rotations below the surface
Europe shines even without glitter
Gold at all-time high without a clear trigger and despite ETF outflows
First positive economic surprises in the eurozone since May 2023
The earnings of US mega caps are rising, but so are their valuations