Portfolios

Our Market Analysis : 16/12/2017

The week was marked by a significant performance gap between Europe (Stoxx600: -0.26%) and the US (S & P500: + 0.9%) supported by the FED which has as expected increased its rates by 25bp and confirmed that there will be three new hikes in 2018 while inflation remains very weak.

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Posted by christophe in Market Analysis, Portfolios

A sectorial US ETF in our Watchlist – 15/12/17

…this should give the market time to balance because of strong demand and lack of investment for…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

A European Country in our Watchlist – 13/12/17

…seem to indicate a loss of momentum of the latter who would struggle to find a…

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Posted by christophe in Buy, Sell, Watchlist, Portfolios

Our Asset Allocation Strategy : 11/12/2017

Sensitive growth in European indices, which saw their short term score increase significantly to 69 points (+15 over 2 weeks)

Southern Europe is clearly shaking up -> buying opportunities?

The US still very bullish, while the emerging have suffered.

Our Krach indicator argues for a very low risk at only 24.4 points

Commodities have been hit hard this week, but there are still opportunities.

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Posted by christophe in Market Analysis, Portfolios