Analysts Corner: 06/11/2024 – Risk Asset Rally is Broadening Globally
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
https://franklinmadisonadvisors.com/wp-content/uploads/2024/06/weekly-macro-recap-20240611.pdf
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
https://franklinmadisonadvisors.com/wp-content/uploads/2024/06/weekly-macro-recap-20240611.pdf
Source: Luke Gromen, FFTT
Stock Market Sector Update
The hunt for positive growth momentum and attractive valuations is starting to shift investors’ focus away from the U.S. and towards more regionally diversified exposure, where the scope for catch up appears greater.
https://franklinmadisonadvisors.com/wp-content/uploads/2024/06/European-Elections-Whats-At-Stake.pdf
Source: JPAM
Equity Market Guide
A solid Q1 earnings season supported the uptrend in equities; and importantly, forward estimates have held steady at healthy growth rates (i.e. double-digit S&P 500 earnings growth expectations for 2024 and 2025).
https://franklinmadisonadvisors.com/wp-content/uploads/2024/06/equity-market-guide.pdf
Source: Raymond James
European Elections: What’s At Stake
Europe might be losing international competitiveness, but in the coming days it will return to the global centre stage with three major events: the ECB’s rate cut decisions, European elections and, of course, the European Football Championship.
https://franklinmadisonadvisors.com/wp-content/uploads/2024/06/European-Elections-Whats-At-Stake.pdf
Source: ING