ENTITY

CAC 40 (CAC INDEX)

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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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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.

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bullishTrip.com Group
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,...

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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)

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bullishMacroeconomics
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...

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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.

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