Voir toutes les analyses WisdomTree dans la catégorie Macro.
Related Products WisdomTree Artificial Intelligence UCITS ETF – USD Acc, WisdomTree Physical Bitcoin, WisdomTree Physical Ethereum, WisdomTree Physical CoinDesk 20, WisdomTree Physical Gold,...
Lire l’article
With the U.S. election approaching and candidates vying for undecided votes, the impact of policies on mounting government debt is back in focus. Investors like Paul Tudor Jones are positioning for long-term inflation as U.S. debt continues to grow, advocating for assets like gold and bitcoin to hedge against currency devaluation and fiscal irresponsibility.
Lire l’article
Central banks packed quite a punch last week. Unlike the Federal Reserve and the European Central Bank that raised policy rates by 25Bps, as was widely anticipated, the Bank of Japan (BOJ) on July 28...
Lire l’article
It’s an exciting time for Japanese equities. Warren Buffett is turning his attention back to Japan. He raised his stake in each of the five major Japanese trading houses to 7.4% last week, from the...
Lire l’article
Sugar prices have soared this year, up +21.6% 1 owing to concerns about tight global supplies. Lower Indian supply coupled with weaker than expected output from Thailand, (at the second and third...
Lire l’article
The Organisation of Petroleum Exporting Countries and its partners (OPEC+) producers surprised the market with a decision on Sunday 2 April 2023 to lower production limits by more than 1mn barrels...
Lire l’article
History never repeats itself, but it often does rhyme. The recent collapse of Silicon Valley Bank (SVB) and Signature Bank in the US and the forced takeover of Credit Suisse by rival UBS have...
Lire l’article
Despite the banking industry turmoil, central banks continued to raise rates last week. This marked moves from the European Central Bank (ECB) by 50Bps, Federal Reserve (Fed) by 25Bps, Bank of...
Lire l’article
Les actions européennes ont commencé 2023 avec un fort rebond. La réouverture de l’économie chinoise, la gestion des ressources pendant la crise énergétique et de meilleures valorisations ont aidé les actions européennes. Les éléments de valeur profonde du marché contribuent à une croissance des bénéfices. Le soutien des gouvernements aux consommateurs et entreprises suite au choc énergétique devrait compenser les vents contraires du resserrement de la politique budgétaire.
Lire l’article
Agricultural commodities, led by grains rose sharply in 2022. The two main catalysts for the upside in price were the Russia-Ukraine war alongside other supply challenges. There has been a number of...
Lire l’article
L’année 2023 débute dans la prudence. Trois questions qui se posaient en 2022 restent sans réponse : 1) l’inflation sous-jacente va-t-elle demeurer persistante ? 2) la récession sera-t-elle profonde ? 3) trouverons-nous une solution à la crise énergétique en l’Europe ? Les banques centrales des marchés développés conservent une politique monétaire offensive. Nous examinons comment les facteurs ‘value’ et dividende élevé peuvent permettre à un investisseur de réduire le risque de son portefeuille d’actions dans un contexte où la volatilité des taux d’intérêt devrait perdurer.
Lire l’article
Oil prices were whipsawed this week with swings of more than 6% 1 after a report from the Wall Street Journal suggested that Organisation of the Petroleum Exporting Countries (OPEC+) is looking to...
Lire l’article
