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Michele De Michelis

Michele De Michelis

CDA PRESIDENT AND CHIEF INVESTMENT OFFICER

2025

The Monthly Review: January 2025
January 2025
Uncertainty Between Tariffs, Markets, and Geopolitics: An Analysis of Global Eco.
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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.

The Monthly Review: December
December 2024
Between Hopes and Risks: The Impact of Trump's Second Term on Financial Markets.
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The Monthly Review: October
October 2024
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.
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The Monthly Review: September
September 2024
Resilience of Financial Markets Despite Geopolitical Uncertainties: The S&P 500 Rally and Future Challenges.
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The Monthly Review: August
August 2024
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.
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The Monthly Review: July
July 2024
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.
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The Monthly Review: June
June 2024
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
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The Monthly Review: May
May 2024
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.
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The Monthly Review: April
April 2024
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.
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The Monthly Review: March
March 2024
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.
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The Monthly Review: February
February 2024
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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The Monthly Review: January
January 2024
Caution in the Market: High Expectations for the Fed and Inflation Risk
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