1 czerwca, 2024 – iX ASSET MANAGEMENT S.A.

All Weather Global Macro EUR – komentarz Maj 2024

1 czerwca, 2024Jarosław JamkaKomentarze miesięczne

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Monthly & Weekly Market Wrap-up

1 czerwca, 2024Jarosław JamkaKomentarze dzienne

Autor: Jarosław Jamka May was a very successful month for the main stock index S&P500, which ends the month with a result of +4.80%, yet the last week is negative (-0.51%). Nevertheless, the S&P500 is below the recent peak (all-time-high from May 21 this year) by only 0.82%. See Figure 1 and Table 1. But...

Abysmal Chicago PMI

1 czerwca, 2024Jarosław JamkaKomentarze dzienne

Autor: Jarosław Jamka On Friday, we also got the Chicago PMI for May, which dropped to 35.4 points! And these are recessionary levels. In general, levels below 35 points are associated with a deep and advanced recession – see Figure 1. After data normalization (Figure 2), the reading for May still remains significantly deviated from...

All Weather Global Macro EUR – komentarz Maj 2024

Monthly & Weekly Market Wrap-up

Abysmal Chicago PMI

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All Weather Global Macro EUR – komentarz Maj 2024

Monthly & Weekly Market Wrap-up

Abysmal Chicago PMI

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Our Cases

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