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

US economy surprises positively. Inflation more persistent after all?

Are the looser financial conditions preventing quick interest rate cuts?

2023 vs. 2022: mean-reversion dominates the picture, except for gold

Latest rate move pulverises rise in yields since the beginning of the year