Monthly Market Views - Archive

On this page you will find the previous editions of the Monthly Market Views.

Financial analyst analyzing market insights

June 2024

4 themes driving markets:

2024_06 - Monthly Market Views-EN Long

4 themes driving markets:

  • Economic outlook marginally improving;

  • Temporary divergence in central bank actions;

  • Corporate earnings in focus;

  • Geopolitical tensions to persist

May 2024

4 themes driving markets:

2024_05 - Monthly Market Views-ENG

4 themes driving markets:

  • The US inflation trajectory and FED rate expectations;

  • The confirmation that the ECB will cut in June;

  • Global Growth;

  • Geopolitical risks