News & Analysis | Renalco

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Image: Healthy pullback recreates investment room

Healthy pullback recreates investment room

24 Nov 2025 23

A more volatile market setting, and this is not a bad thing. After hitting record highs in late October, US and European equities have faced downward pressure. VIX futures spiked as investors grew cautious about AI and Tech valuations....

Image: Consumers are voters, fiscal handouts and Treasury yields

Consumers are voters, fiscal handouts and Treasury yields

18 Nov 2025 69

The affordability crisis among mass US consumers came back to bite Donald Trump in the recent elections that took place in New York, New Jersey, and Virginia. Without being overwhelmingly disastrous for the Republicans, according to...

Image: A boring sector becomes spicy: reiterating our OW on Utilities

A boring sector becomes spicy: reiterating our OW on Utilities

10 Nov 2025 192

After several months of strong positive returns, global equities are taking a breather. US and European indices reached an all-time high in late October and are experiencing a mild pullback as we speak. Against a backdrop of rich US market...

Image: Trump and Xi extend the trade truce

Trump and Xi extend the trade truce

3 Nov 2025 182

As we approach year-end, we take a fresh look at the current market dynamics. Another strong earnings season in the US Tech and Consumer Discretionary sectors (Google, Apple, Amazon) has helped to sustain global risk appetite, fuelling...

Image: A pivotal week ahead

A pivotal week ahead

29 Oct 2025 166

Reflecting current dynamics in the newsflow, we emphasise four core convictions in our weekly report. #1: Trump’s tour of Asia. Highlighting the major role of the Asia-Pacific region in the world economy, Donald Trump has kicked off...

Image: Winners and losers in the latest oil price slump

Winners and losers in the latest oil price slump

21 Oct 2025 206

Credit risks in the US are keeping markets on edge. Concerns about the US regional banks' creditworthiness caused some market jitters last week. The KBW regional banking index was down 6.3% in a single day, after two banks (Zions...

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