Charles-Henry Monchau's Comment & Analysis
A complete archive of Charles-Henry Monchau's articles, including current analysis & comment.
US exceptionalism still stands strong. Each week, our team takes you through the last seven days in seven charts.
1. US Stocks Have Overtaken Europe in 2025 (In Local Currencies)
Many investors...
Electric vehicles were surging, until Washington abruptly hit the brakes. Now the US faces a precipice in its adoption curve. Will it recover or fall behind?
1. A Turning Point in US EV Policy
On 4...
The EU trade agreement with President Trump triggers backlash across Europe: the newly signed trade deal with the US is facing criticism throughout the continent. German Chancellor Friedrich Merz...
At the end of 2024, we identified 10 potential events and surprises likely to impact financial markets and the global economy this year. These are not forecasts, but potential macroeconomic,...
The US Dollar appears poised to undergo a death cross on the weekly chart, a development not observed since January 2021. A death cross is a technical indicator, typically considered bearish, that...
Tesla (NASDAQ:TSLA) robotaxis are now common in Austin, but frequent mishaps show the tech still lags behind Alphabet’s (NASDAQ:GOOGL) safer, fully driverless Waymo, already operating in multiple US...
The first half of 2025 proved that nothing in crypto is ever business as usual. A newly crypto-friendly US administration brought easier regulations, meme tokens like TRUMP made headlines and...
Institutions offloaded $3.2 BILLION in single stocks and ETFs last week, according to Bank of America (BofA).
They have sold in 9 out of the last 10 weeks.
Hedge funds marked their 3rd consecutive...
Reasons To Be Fearful, Reasons To Be Cheerful
It was an eventful first half of the year, to say the least...
In January, the rise of DeepSeek was a wake-up call for the world, demonstrating that...
The US dollar begins 2025 with its weakest start since 1973 while the Swiss franc approaches its 2011 high of 1.3125 against the dollar. Each week, the Syz investment team takes you through the last...