So far, little volatility despite high economic policy uncertainty in the US
Nvidia – record loss after AI surprise from China
European equities are back – at least temporarily
2024: positive returns wherever you look
Seasonality remains very supportive until mid-January
Investors increasingly skeptical about French government bonds
European equities lag US equities more than ever
Rising VIX ahead of the US election is consistent with historical patterns
Positive start to the Q3 reporting season in the US
Chinese ‘Whatever it takes’ moment? Rally in Chinese equities
