Week: December 1–5 Markets ended the week focused on the persistent weakness in global manufacturing activity and the continued loss of […]
Insights AWM
We share market analysis, economic outlooks, and insights on relevant financial topics prepared by our Investment Committee. This material is intended for informational purposes only and does not represent the views of any individual advisor.
Mixed signals: weak manufacturing, moderating labor data, and rising expectations of rate cuts
Is the Santa Claus Rally real?
A seasonal rally or just a myth? The “Santa Claus Rally” describes a historical pattern: markets tend to rise during […]
Stablecoins: Innovation or silent threat to money?
Stablecoins pose a structural challenge to global monetary policy, potentially driving persistent inflation above central bank targets. Central banks don’t […]
Jobs, the Fed, and Growth: A Week of Mixed Signals
November 17–21 The U.S. labor market returned to the spotlight this week, while Europe maintained a stable tone and Japan […]
Stablecoins: The Hidden Key Piece Driving Interest Rates and Global Liquidity
Stablecoins are no longer a theoretical exercise but have become part of the global financial market. With a capitalization exceeding […]
A divided Fed: what’s next for the markets?
The Federal Reserve has not reached a clear agreement on its next steps. A few weeks ago, the Fed cut […]
