markets – Page 2 – Riviera Wealth Management

July 29 FOMC Meeting: Three Scenarios for Markets

The FOMC meets July 29-30, 2026 with an 82% probability of a hold. We analyse the three possible scenarios and their implications for bond, equity, and gold allocation.

juillet 17, 2026

Semiconductors: After the AI Euphoria, the Time for Selection

July's correction reveals a two-speed semiconductor sector. Micron -13%, Intel -9%, AMD -7%: after +71% in Q2, markets are brutally selecting structural AI leaders from cyclical players. TSMC reports July 16 — a decisive test of real demand.

juillet 15, 2026

US Major Bank Earnings Q2 2026: JPMorgan, Goldman and the Health of Capital Markets

A pivotal week for markets: JPMorgan, Goldman Sachs, Bank of America and Morgan Stanley report Q2 2026 results on July 14-15, while June CPI and Kevin Warsh's Congressional testimony add a dual macro catalyst. Analysis and portfolio implications.

juillet 13, 2026

June 2026 CPI: Inflation Holds Firm, Fed Under Pressure

June 2026 US CPI at +3.2% YoY (core +3.5%), above consensus. We decode the key components, revised Fed rate scenarios, and portfolio allocation adjustments.

juillet 10, 2026

Q2 2026 Earnings Season: European Banks, Tech and Energy — How to Position

JPMorgan opens earnings season on July 11. Q2 2026 looks bifurcated: European banks and defence outperform while US tech faces the AI monetisation test. Our complete sector positioning.

juillet 3, 2026

June 2026 NFP: US Employment at a Crossroads

With tomorrow's US jobs report set to shape Fed policy for the entire Q3, markets are holding their breath. Three scenarios — from cooling to overheating — and their portfolio implications.

juillet 1, 2026

Q2 2026 Review & Q3 Outlook: Europe Confirms, Tech Retreats

Q2 2026 review: Euro Stoxx 50 +5.8%, gold at ,380/oz, hawkish ECB. Our convictions and allocation for Q3.

juin 29, 2026

Semiconductors: The June 23 Shock and the Great AI Market Reckoning

Broadcom falls 12%, Nvidia drops 6%: June 23, 2026 marks a turning point in the AI rally. Analysis of the semiconductor shock and what it means for your portfolio.

juin 24, 2026

Étiquette : markets