https://www.youtube.com/watch?v=zz8FGyEOf-MIn this insightful episode, François Savary, CIO at GENVIL, discusses with Mark Williams the EU-US trade agreement and its impact on financial markets. Although criticized, the agreement remains a necessary compromise in the current economic context. They also dive into the earnings season, interest rates, and the pressure on the US dollar. 🔍 Key Takeaways:…

https://www.youtube.com/watch?v=RqOcqF8EQPkIn this new episode of 9 TO 5 Live, François Savary (CIO, GENVIL SA) and Mark Williams unpack the rising geopolitical tensions between the United States and Iran — and why global markets have remained surprisingly calm. Key discussion points: The oil market is central to geopolitical risk Outlook for the US dollar and potential…

https://youtu.be/q4gLylFzioA?si=fo5U1-CKczkzXNev🎙️ Elon Musk Dislikes Tax Cuts, but Markets May Love Them – François Savary & Mark Williams on 9 TO 5 Live In this new episode, François Savary (CIO, GENVIL SA) and Mark Williams break down the latest market dynamics: ➡️ Tax cuts, trade talks, and tariffs are back in focus ➡️ US markets are…

https://www.youtube.com/watch?v=2dQ796avMsc🎙️ Dividend Stocks vs. Rising Yields | François Savary & Mark Williams – 9 TO 5 Live Are dividend stocks losing ground — or quietly preparing for a comeback? In this latest conversation, François Savary (CIO at GENVIL SA) and Mark Williams break down recent market moves, examining the underperformance of dividend stocks, the pressure…

https://www.youtube.com/watch?v=XtzcWrAMi0A The US economy is facing rising deficits, stubborn inflation, and interest rate uncertainty. In this new episode of 9 TO 5 Live, François Savary (CIO at GENVIL SA) joins Mark Williams to discuss whether the US can grow its way out of its debt pile — and what that means for investors.  Key talking…

 US Debt Downgrade: Signal or Noise?  US Debt Downgrade: Signal or Noise?  US Debt Downgrade: Signal or Noise? 📉 US Debt Downgrade: Signal or Noise? In this new episode of 9 TO 5 Live, François Savary (CIO at GENVIL SA) joins Mark Williams to unpack the latest Moody’s downgrade of US government debt and…

https://www.youtube.com/watch?v=znYlaNrUDjQIn this latest episode of 9 to 5 Live, François Savary (CIO, GENVIL SA) joins Mark Williams to discuss the real impact of tariffs, shifting global trade dynamics, and how investors should navigate the current macro environment. Key Discussion Points: UK-US trade deal: Limited in scope, minimal near-term impact Tariffs: More damaging than anticipated,…

https://www.youtube.com/watch?v=BQm66c1An84&t=10sFrançois Savary, Chief Investment Officer, shares his views in a new episode of 9 to 5 with Mark Williams. In this in-depth conversation, they explore: – The sustainability of the recent stock market rally – How economic indicators are shaping investor sentiment – Why the Fed is unlikely to cut rates before mid-year – Differences…

https://www.youtube.com/watch?v=d-oZvOEy9I4In this latest 9 TO 5 Live episode, François Savary, CIO of GENVIL SA, joins Mark Williams to break down the potential impact of President Trump’s new tariff announcements on global financial markets. Key topics covered in the video: Slower economic growth: New tariffs could further dampen US economic momentum. Rising inflation: Combined with…

https://www.youtube.com/watch?v=Ylh5Hs7_-xkLiberation Day – April 2nd: Markets on Edge In this latest 9 TO 5 Live episode, François Savary and Mark Williams explore the growing risks surrounding the April 2nd tariff announcements from President Trump — a potential turning point for global markets. 🔍 Key Topics: Tariffs could create a lose-lose scenario for the economy Reducing…

https://www.youtube.com/watch?v=ZV-jactt3uUIn this new episode of 9 TO 5 Live, François Savary (CIO, GENVIL SA) joins Mark Williams to discuss the Federal Reserve’s latest announcements, shifts in US foreign policy, and the broader economic and market implications. Key Topics Covered: US Foreign Policy & Ukraine – Increasing divergence with possible global consequences The Fed’s Economic…

https://www.youtube.com/watch?v=oR05mE2xLCwIn this latest 9 TO 5 Live discussion, François Savary, CIO of GENVIL SA, and Mark Williams explore key financial trends shaping the markets, focusing on US equities, the Financial Condition Index, and major sector developments. Key Takeaways from the Discussion: S&P 500 Buying Levels: Identifying the right conditions to re-enter US equities with confidence.…