Valentin’s Newsletter
Valentin AufrandMacro & Markets Opportunistic and Global Macro Long/Short Equities, FI, Commodities & FX
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 23 | Subscribers | Read | valentinaufrand.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Vers un sommet majeur du marché actions à court terme ?
Le marché boursier a fortement progressé depuis son creux de fin octobre 2023, porté par des perspectives grandissantes d’un pivot de la Fed, bien qu’elles se soient modérés depuis peu, et d’un soft-landing. Le S&P 500 progresse d’environ 2...
2023: Décryptage d'une tenacité trompeuse
Cette année, les marchés boursiers ont affiché une résistance remarquable. Même avec les taux des obligations à long terme dépassant leurs sommets de l'année précédente, les indices boursiers majeurs demeurent bien au-dessus de leurs plus b...
Que penser de l'économie américaine qui continue à créer des emplois ?
Si de nombreux indicateurs avancés continuent de pointer vers un début de récession, le marché de l'emploi reste le maillon fort de l'économie américaine, alimentant l'espoir d'un atterrissage en douceur1. Le marché de l'emploi est crucial ...
Ou est la récession ?
Les marchés boursiers américains évoluent en ordre dispersé depuis ma dernière publication (mi-février). L’attrait pour les mastodontes technologiques a permis au Nasdaq 100 de poursuivre sa hausse et au S&P 500 de se stabiliser, camouflant...
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