Natixis - Why did speculative positions appear in financial markets in the first quarter of 2024?

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Natixis

Patrick Artus

Why did speculative positions appear in financial markets in the first quarter of 2024?

Several major speculative positions appeared in financial markets in the first quarter of 2024: Rises in the share prices of the "Magnificent Seven” in the United States, particularly Nvidia; The sharp rise in the share prices of UniCredit, Stellantis, Ferrari, BBVA, SAP, Schneider Electric, Hermès and Novo Nordisk; The rise in the price of Bitcoin. What explanation can be given for the return of speculative rises in these asset prices?

21/03/2024 1 EN

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Natixis

Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.

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Patrick Artus

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Why did speculative positions appear in financial markets in the first quarter of 2024?

莫迪3.0：對印度融入全球價值鏈意味著什麼？（繁）

莫迪3.0：对印度融入全球价值链意味着什么？（简）

China’s increasingly large manufacturing production to hit the wall in Western economy

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