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CAC 40 (CAC INDEX)
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34
Analysis
France
The CAC 40, the most widely-used indicator of the Paris market, reflects the performance of the 40 largest equities listed in France, measured by free-float market-capitalization and liquidity.
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bullish
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Cross Asset Strategy
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17 Jul 2024 16:03
Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade
Overall positioning and sentiment indicators are starting to diverge, though. Most indicators show continued support for risk assets in H2.
Steno Research
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211 Views
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bullish
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Trip.com Group
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24 Feb 2024 01:53
Hong Kong/China Finally Bottoming?; Bullish Outlook Intact; DXY Rolling Over; Buys in Discretionary
Hong Kong/China Finally Bottoming?; Bullish Overall Outlook Intact; $DXY Rolling Over; Actionable Themes: Hong Kong/China, Consumer Discretionary,...
Vermilion Research
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497 Views
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bullish
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Cross Asset Strategy
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17 Jan 2024 16:10
EUR-Flation Watch: Why the ECB Is off by Miles in the Q1 Forecast
After having updated our models, we see March HICP printing at 1.84% versus ECB at 2.9% (Q1-average) and a market pricing of 2.25% (or thereabout)
Steno Research
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185 Views
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bullish
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Macroeconomics
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22 Dec 2023 20:43
NEW EU FISCAL RULES – Victory for the Expansionists or the Prudentials?
Amidst the prospect of a soft landing and lower interest rates, the European Council unanimously voted in favor of reinstating fiscal safeguards...
Steno Research
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617 Views
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bearish
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Cross Asset Strategy
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06 Dec 2023 07:22
Out of the Box #25: Europe. From Technical Recession to an Real One?
EUR duration still has further to go and we remain long- soft landing cuts or emergency cuts should leave the long end lower.
Steno Research
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278 Views
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