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The fog is lifting but uncertainty about US data publication persists: We will learn when the delayed economic data will finally be released.

Markets extended their winning streak in October, ushering in stocks’ historically strongest quarter — the most wonderful time of the year. Momentum tends to build gradually: a modest October, a livelier November, and a December that often decides how wonderful the season truly is.

Markets extended their winning streak in October, ushering in stocks’ historically strongest quarter — the most wonderful time of the year. Momentum tends to build gradually: a modest October, a livelier November, and a December that often decides how wonderful the season truly is.

The upcoming days will bring a flurry of top-down macro and bottom-up micro events, setting up the scene for the final weeks of 2025.

News that US President Donald Trump is set to meet with Russian President Vladimir Putin in Budapest to discuss ending the Russian war in Ukraine will be followed closely.

Since the beginning of the month, France has been experiencing a new political crisis, with the Prime Minister Sébastien Lecornu struggling to build a stable majority.

The earnings season for the third quarter of the year will traditionally start with US financial institutions, including JP Morgan Chase

The global high yield asset class offers a compelling blend of income and cushion, making it an attractive allocation for investors navigating a complex landscape.