Nvidia – record loss after AI surprise from China

European equities are back – at least temporarily

2024: positive returns wherever you look

Seasonality remains very supportive until mid-January

Investors increasingly skeptical about French government bonds

European equities lag US equities more than ever

Rising VIX ahead of the US election is consistent with historical patterns

Positive start to the Q3 reporting season in the US

Chinese ‘Whatever it takes’ moment? Rally in Chinese equities

Stocks celebrate big interest rate cut, but ignore the Fed's outlook