Julien Ponthus

1 week ago | thestar.com.my | Julien Ponthus |Alice Gledhill

IN a year that’s all about Europe, there’s one key market missing out on all the investor love: France. The aftermath of President Emmanuel Macron’s surprise decision last June to hold elections is still being felt in French assets. For stocks, the picture is made worse by anaemic demand for French luxury goods from previously high-spending Chinese shoppers. Already a subscriber? Log in. Unlock 30% Savings on Ad-Free Access Now! Billed as RM9.73 for the 1st month then RM13.90 thereafters.

1 week ago | fortune.com | Julien Ponthus |Alice Gledhill

The aftermath of President Emmanuel Macron’s surprise decision last June to hold elections is still being felt in French assets. For stocks, the picture is made worse by anemic demand for French luxury goods from previously high-spending Chinese shoppers. The CAC 40 in Paris is up 4.1% this year. Meanwhile, Germany’s DAX has rallied 18% and is set for its best first-half since 2007.

1 week ago | bloomberg.com | Julien Ponthus |Alice Gledhill

(Bloomberg) -- In a year that’s all about Europe, there’s one key market missing out on all the investor love: France. The aftermath of President Emmanuel Macron’s surprise decision last June to hold elections is still being felt in French assets. For stocks, the picture is made worse by anemic demand for French luxury goods from previously high-spending Chinese shoppers.

1 week ago | news.bloomberglaw.com | Julien Ponthus

US equity futures dropped and oil advanced as sentiment turned negative on fears of escalation in Israel’s war with Iran, after US President Donald Trump played down the likelihood of a ceasefire. S&P 500 contracts fell 0.7% following the US benchmark’s rebound in the previous session. Brent crude gained 1.8%, extending oil’s advance since hostilities started to more than 7%. US Treasury yields declined across the curve. The dollar was little changed.

1 week ago | bloomberg.com | Julien Ponthus |Michael Msika

A Amundi aposta na Europa e nos mercados emergentes, e se prepara para ainda mais volatilidade devido aos decretos fiscais e comerciais da Casa Branca. A maior gestora de ativos da Europa afirmou que sua postura é “levemente pró-risco” e recomendou que os investidores considerem o hedge contra a inflação e as oscilações cambiais. A Amundi espera que o crescimento econômico dos Estados Unidos desacelere acentuadamente para 1,6% em 2025-2026.