Magnus Steinsvoll Prøsch (Proesch)’s Post

Interesting insights from the latest BCG M&A Sentiment Index update: Global M&A sentiment has climbed to an index value of 88, marking its highest point in over two years. Positive factors like recent interest rate cuts by the ECB and FED and strong global stock performance are driving this growth. For those looking to stay on top of M&A trends, our latest insights break down what’s fueling this momentum and what it means for the deal-making landscape. Explore the full update here: https://lnkd.in/e4-YDju6

Interesting insights from the latest BCG M&A Sentiment Index update: Global M&A sentiment has climbed to an index value of 88, marking its highest point in over two years. Positive factors like recent interest rate cuts by the ECB and FED and strong global stock performance are driving this growth. For those looking to stay on top of M&A trends, our latest insights break down what’s fueling this momentum and what it means for the deal-making landscape. Explore the full update here: https://lnkd.in/gHHv_-2c

Interesting insights from the latest BCG M&A Sentiment Index update: Global M&A sentiment has climbed to an index value of 88, marking its highest point in over two years. Positive factors like recent interest rate cuts by the ECB and FED and strong global stock performance are driving this growth. For those looking to stay on top of M&A trends, our latest insights break down what’s fueling this momentum and what it means for the deal-making landscape. Explore the full update here: https://lnkd.in/eUTwetrh

🌍 BCG M&A Sentiment Index Update! 🌍 The global value has risen to 88, the highest in more than two years and nearing average levels. This upward trend is driven by positive factors such as falling interest rates (ECB and FED both lowered their policy rates at their most recent meetings) and increasing stock market levels (many indices around the world recently hit all-time highs). 📈 Stay ahead with the latest insights from our monthly update on the evolving M&A landscape: https://lnkd.in/dDTS4r2F

Europe's Stock Market: A Rollercoaster Ride of Growth and Tensions #assetbubbles #centralbanks #earningsseason #Europeanmarkets #geopoliticaltensions #globaleconomicgrowth #inflationdata #investmentdecisions #marketdynamics. #monetarypolicydecisions #Stockmarket #Stoxx600index

Europe's Stock Market: A Rollercoaster Ride of Growth and Tensions #assetbubbles #centralbanks #earningsseason #Europeanmarkets #geopoliticaltensions #globaleconomicgrowth #inflationdata #investmentdecisions #marketdynamics. #monetarypolicydecisions #Stockmarket #Stoxx600index

📊 Weekly Market Watch: October 14, 2024 💵 The U.S. stock market continued its upward trend last week, with the S&P 500 up 1.13%, pushing its YTD gain to 23.24%. Financials and Information Technology led the way, while Utilities lagged. Despite strong performance in equities, global markets underperformed, with the MSCI Emerging Markets Index down 1.66%. 💵 Bond markets saw a slight decline, with the U.S. Aggregate Bond Index dropping 0.46%. ❓ Is it time to shift course? Read more about the implications of "Peak Keynesianism" in our latest blog post! Read More: https://lnkd.in/gGDPWmpq Follow First Trust for more! #FirstTrust #Economics #StockMarket #MSCIEmergingMarkets #USStockMarket #TechSector #SP500 #BondMarket #USAgg

Here's a quick summary of the global markets for the past week from T. Rowe Price: - U.S.: Small-caps and tech stocks outperform in quiet week - U.S. Treasury yield curve steepens - Eurozone confidence data mixed - China: stocks weakened as a light economic calendar and concerns about the slowing economy curbed risk appetite https://lnkd.in/e9dNrjwK

Global Chief Strategist, Seema Shah joined Bloomberg to discuss the market impact of delays in Fed rate cuts. Her clip starts at the 1 hour mark. https://bloom.bg/49ytDPM • It is quite clear to see that equity markets are struggling off the back of revised rate cut expectations. Investors should recognize that if the Fed is not going to deliver the number of cuts that were expected at the beginning of 2024, it is because the economy is strong which leads to strong equity earnings. We therefore think the equity rally at the beginning of the year is going to be sustained into the second half of the year. • Once rate cuts come, we think the small cap space can deliver strong returns, particularly when valuations are taken into account. We also continue to maintain exposure to the Magnificent Seven stocks, recognizing their strong balance sheets and stability. • We think credit can continue to perform well, where we are overweight, particularly on the high yield side. The credit maturity wall continues to be a concern for investors.

As we approach the year's end, it looks like the Fed won't be delivering any surprises. This week's #MacroMonday examines the latest inflation data and shares updates from New York Life Investments' Global Market Strategy team's Macro Pulse report on asset allocation strategies. Read their detailed analysis here: https://bit.ly/4gD9Pyq