ConsultaMarket Commentary week endin 29 September 2024US: Regular S&P 500 index highs and Micron Technology’s message to investors.Sep 30Sep 30
ConsultaMarket Commentary Week ending 18th August 2024USA: positive inflation and retail sales dataAug 19Aug 19
ConsultaMarket Commetary 29th July to 4th August 2024US: particularly weak labor market data and capital rotation across asset classesAug 5Aug 5
ConsultaThe Oil Market during May 2024Global oil demand is set to rise by 1.1 mb/d in 2024, 140 kb/d less than projected in last month’s Report as weak deliveries, notably in…May 30May 30
ConsultaMarket Commentary March 2024Q4 earnings season has just about wrapped up, and it was a decent one: S&P 500 earnings rose 7.8% year-on-year. It was an even better one…Apr 8Apr 8
ConsultaMarket Commentary February 2024Global stocks soared 4.29% in February to bring 2024 returns to 4.90% YTD. The MSCI All Country World Index closed the month at an all-time…Mar 8Mar 8
ConsultaMarket Commentary December 2023November provided investors a strong set of returns as stock and bond markets reacted to a growing expectation that central banks are not…Jan 11Jan 11
Consulta2023 Year in Review in the Stock Markets2023 has been an incredible year for digital assets, with Bitcoin up over 172%, correcting less than 20%, and net capital inflows into BTC…Jan 11Jan 11
ConsultaMarket Commentary November 2023Risk-on sentiment washed over markets in November as softer-than-expected U.S. inflation data strengthened investors’ belief that the…Dec 7, 2023Dec 7, 2023
