DISCLAIMER This section of the site provides general macroeconomic information that represents Frame's opinion, based on public information sources. Their validity may be limited in time. This disclaimer applies to all instances published.
Analysis of financial trends and economic policies, with a focus on market reactions and economic forecasts following the post-election period in the United States.
The stock market quickly rebounds after the August crash, but sector rotation and uncertainties about interest rates increase volatility. Caution in investments is advised amid global crises and politics.
If it were true that the U.S. economy is weakening and the Fed is already late in cutting rates, these market multiples would be somewhat stretched, and the correction could therefore continue, especially among the Big Tech companies.
Personally, I would wait before popping the champagne bottles, considering that the landing of the U.S. economy is comparable to that of an overweight Boeing, which could lead to
Many managers of publicly traded companies, in an effort to maintain profit margins, have anticipated cost cuts in the near future, which will inevitably impact the labor market.
I believe that in this context, long-short equity managers may come back into fashion, as they are performing very well in this strange 2024, after years of significant difficulties when passive investments dominated.
The curious thing is that it's not just equities that are rising. Gold, silver, and oil are also appreciating significantly, supported by factors that are usually at odds with each other.
In 2023, the index was driven solely by the "Magnificent Seven." Since the beginning of the year, the leading stocks have narrowed down to four, although it would be more accurate to say two, as Meta and Nvidia have delivered impressive results.
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