Read our market review and find out all about our theme of the week in MyStratWeekly and its podcast with our experts Axel Botte, Aline Goupil-Raguénès and Zouhoure Bousbih.

Listen to Axel Botte's podcast (in French only)

Topic of the week: The thematic research piece will resume next week

Market review: US CPI prints remain the key market mover

  • Euro area activity surveys keep improving;
  • BoE notes progress on inflation;
  • T-note yields hovering about 4.50%;
  • Italy: demand for BTP Valore wanes somewhat.

Chart of the week

chart-of-the-week-14052024

The Japanese tourism sector has been booming in the past few years. Of course, the covid epidemic interrupted growth in the tourism sector from 2020 to 2022 but the weakness in the yen continues to spur foreign demand for Japan stays.

The number of tourist arrivals hit 3 million in March. Conversely, the number of Japanese tourists overseas remain well below pre-Pandemic levels.

Figure of the week

100%

100%, which represents a quadrupling of US tariffs on Chinese electric vehicles to be signed into law this week.

MyStratWeekly : Market views and strategy

Download MyStratWeekly – May 14th 2024
  • Axel Botte

    Axel Botte

    Head of markets strategy

  • Zouhoure Bousbih

    Zouhoure Bousbih

    Emerging countries strategist

  • Aline Goupil-Raguénès

    Aline Goupil-Raguénès

    Developed countries strategist

Podcast
Reading time : 30 min.
NEWS MARKETS
Read our market review and find out all about our theme of the week in MyStratWeekly and its podcast with our experts Axel Botte, Aline Goupil-Raguénès and Zouhoure Bousbih.
05/28/2024
Reserved for pros
Reading time : 15 min.
Podcast
Reading time : 30 min.
NEWS MARKETS
Read our market review and find out all about our theme of the week in MyStratWeekly and its podcast with our experts Axel Botte, Aline Goupil-Raguénès and Zouhoure Bousbih.
05/21/2024
Reserved for pros