Michael Msika

Investors should beware a potential short squeeze in French stocks as the beaten-down market has already priced most of the potential political stress.

French stocks enjoyed a brisk relief rally this week after months of underperformance. But this could turn out to be a blip as France’s political crisis is set to drag on while the country’s stretched public finances will keep long-term investors at bay.

While the fight against inflation may largely have been won, tensions over price pressures could still disrupt confidence about interest-rate cuts . The stock market seems to be looking past these warnings.

(Bloomberg) -- While the fight against inflation may largely have been won, tensions over price pressures could still disrupt confidence about interest-rate cuts.

December 11, 2024 While the fight against inflation may largely have been won, tensions over price pressures could still disrupt confidence about interest-rate cuts.

European stock bulls looking for the region’s equities to close the gap on superior returns in the US next year are set for disappointment.

European Equities Set for Another Year in Wall Street's Shadow Michael Msika and Sagarika Jaisinghani 4 min read

Fund managers have been reducing cash holdings to a record low and pouring money into US stocks, triggering a metric that Bank of America Corp. says could be a signal to sell global equities.

Los gestores de fondos han reducido sus tenencias de efectivo hasta un mínimo histórico y han invertido dinero en acciones estadounidenses, lo que ha activado una métrica que, según Bank of America Corp., podría ser una señal de venta de acciones mundiales.

UK stock bulls await vindication in 2025 as an enticing discount and large shareholder payouts are set to lift the market.